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 ...

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 ...

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.

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 ...

Question: What tax forms should I be receiving before tax-filing season, and when should I expect to get them? Answer: Your employer should be sending your Form W-2 to you by the end of January. In ...