Form 1099-R: What It’s Used for and Who Should File It

Form 1099-R is an IRS tax form used to report distributions from annuities, profit-sharing plans, retirement plans, or ...

Form 1095-B: Health Coverage: What It Is, How It Works

Form 1095-B is an IRS document sent to U.S. taxpayers who receive minimum essential coverage as defined by the Affordable ...
JD Supra

IRS Proposes Standardized Rollover Forms and Process to Facilitate Plan-to-Plan Transfers

The Internal Revenue Service (“IRS”) recently released Notice 2026-49 (the “Notice”), proposing sample forms and a standardized five-step process ...
Houston Chronicle

Explanation for the Small Business Form W-9

Many small businesses use form W-9 in the regular course of business as dictated by Internal Revenue Service regulations. It is one of a family of forms used to track wage payments and is similar to ...
Houston Chronicle

Can an Employer Fill Out a W-4 on Behalf of an Employee?

When starting a new job, employees must fill our Internal Revenue Service Form W-4, instructing their employers how to set up their payroll deductions. An employer cannot begin running an employee's ...