Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

Forms 1099 report a wide range of taxable income to the Internal Revenue Service (IRS). Issuers of these payments are ...

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...

There's plenty to do in January. But there's one item on your to-do list that you might have overlooked. That would be to ...

Each January, your mailbox and e-mail is likely filled with tax forms. If you work for an employer, you’ll receive a W-2 reporting your wages. But if you do any self-employed or freelance work, you ...

Don't overlook the form used to report the distribution of retirement benefits. There's plenty to do in January. But there's one item on your to-do list that you might have overlooked. That would be ...

It's no big deal. That was the state’s message to its retirees after it sent them partially mislabeled tax documents. But on Monday, it changed course after the Des Moines Register, alerted to the ...

Kelly Phillips Erb is a Forbes senior writer who covers tax. Despite the government shutdown, taxpayers are gearing up for tax season. The Internal Revenue Service (IRS) will begin accepting paper and ...