Some retirees and annuitants already can view materials via their myPay account. Servicemember documents will be available ...

Before you file your taxes, you first need to gather all the information you need to to prepare your return. What sort of information? Well, it’s mostly a bunch of forms that your bank, brokerage firm ...

Every year, your IRA provider reports on your IRA to the IRS. Providers do this with two tiny but powerful tax forms, IRS Forms 1099-R and 5498. A mistake on one of these forms could cost you money or ...

A classically trained French hornist by education, Nick Wolny is a managing editor at CNET Group, where he oversees the Perspectives franchise and written branded content across CNET Group's ...

A variety of 1099 Forms are used to report income to the IRS Fact checked by Vikki Velasquez Forms 1099 report a wide range of taxable income to the Internal Revenue Service (IRS). Issuers of these ...

In a report released on Tuesday, the Treasury Inspector General for Tax Administration (TIGTA) recommended the IRS change its Form 1099-R, Distributions From Pensions, Annuities, Retirement or ...

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...