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 ...

Nine House members inquired about reports that constituents have not received physical copies of their 1099-R forms and have ...

For a growing number of American retirees, the goal of eliminating or drastically reducing their federal tax bill isn't a pipe dream - it's a real outcome made possible by one of the most underused ...

Make sense of the new rules for digital asset reporting, including transition relief for 2025 and safe harbors going forward.

There’s no requirement that the form be downloadable, but the Internal Revenue Service does require 1099-INT forms to be ...

The IRS says a surge in fabricated Form 2439 filings prompted the only new addition to this year’s Dirty Dozen, underscoring ...

Form 2439 is an IRS form that mutual funds must send to their shareholders to inform them of undistributed capital gains and ...

This is one retirement move you really want to get right.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Michael Boyle is an experienced financial professional with more than 10 years working with ...