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 ...

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 ...

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 ...

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.

Answer: Your IRA administrator should have sent you a Form 1099-R reporting the distribution, although the form won’t specify that the distribution was a tax-free transfer to charity. Report the ...