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 ...

There's less than a week until tax season kicks off on Jan. 27 — and investors may have more options to file returns for free than in previous years. Plus, retirees may receive Form 1099-R for ...

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 ...

The main difference between a W-9 and a 1099 is that you fill out a W-9, while the business or entity that is paying you ...

If you've never received a 1099 form before, it's time to familiarize yourself with this important tax form. Typically, you'll receive a 1099 because you earned some form of income from a non-employer ...

W-4, and W-2 are important for reporting income and taxes in 2025. W-9 is filled by workers, 1099 reports extra income, W-4 ...

Closeup of Form 1099-K, Payment Card and Third Party Network Transactions, an IRS information return used to report certain payment transactions to improve voluntary tax compliance. It’s that time of ...