IRS Form 1099-R is issued to you when you take a distribution from your IRA, profit-sharing plans, insurance contracts, pension plan or annuity. If you didn't pay any taxes when you withdrew the money ...

NORTH PALM BEACH, Fla. (Bankrate.com) -- If you received interest or dividend income, sold a stock or worked as an independent contractor, you'll get some version of the Internal Revenue Service Form ...

Tax season is here, and with Tax Day set for April 18, 2023, you might be starting to gather paperwork. By law, 1099 forms for independent contractors need to be mailed or distributed electronically ...

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 ...

If you own an IRA or Roth IRA, here are some tips regarding tax forms you must file--or should file even if not required. It's not always self-evident how the recipient is supposed to report IRA ...

2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

Millions of individuals took withdrawals from their IRAs, 401(k)s, pensions and other types of retirement accounts in 2014. When you do this, you need to know how to report these distributions on your ...

I am a U.S. citizen living in Canada who files an income tax return with the IRS because I have retirement income from the USA. I realized after I had mailed my return this month that I had forgotten ...

I filed my taxes for 2005 and realised that I have not received a 1099-R as yet for 2005. Can I file the 2005 1099-R with my taxes next year-2006? Answer: TP - Unfortunately not. You will need to ...