The IRS already has a complete list of every W-2 and 1099 filed under your Social Security number, and pulling that list ...

Got a 1099-R? Retirement account rollovers, IRA withdrawals and tax forms can be confusing. Learn the mistakes that could ...

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

You might receive this document if you have freelance work, investment income, retirement distributions or other financial transactions.

If you have taken distributions from any tax-deferred retirement account, you know that the distribution is reported on IRS Form 1099-R. A Form 1099-R is not usually issued for money that is added to ...

Making a certain amount of cash from pursuing a passion or by having your own side gig means you owe taxes, according to the Internal Revenue Service, but you won't receive a W-2 form as you would ...

The deadline for filing your taxes is fast approaching, and if you're doing a mad dash to assemble the necessary forms, all those numbers and letters – W-2, W-9, 1099 – can quickly overwhelm you. Some ...

Kansas government retirees faced significant delays receiving their 1099-R tax forms last year due to issues at a U.S. Postal Service distribution center. The Kansas Public Employees Retirement System ...