Tax Day is coming, and soon it will be time to begin gathering forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm. Some forms are ...

The SECURE Act 2.0 made several changes that will impact W and 1099 reporting for 2024. Some of the provisions that are likely to impact W reporting include those involving (1) de minimis financial ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form 1099-R ...

Tax Day is coming soon, and people need to start collecting all their tax forms like W-2, W-9, and 1099. These forms can be confusing at first. Some tax forms are pre-filled, which means you don’t ...