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 ...

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 ...

The window of time to report last year’s income to the IRS is rapidly closing. One of the most important documents for getting your returns filed accurately and on time is Form 1099 — but what happens ...