If you received a distribution of more than $10 from annuities, profit-sharing plans, retirement plans, or pensions, you should receive a Form 1099-R.

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 ...

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 ...

Every tax form is reported to the IRS, and mismatches can trigger audits or penalties. Key forms include W-2, multiple 1099s, 1099-R, and the new 1099-DA for crypto. One of the best ways to avoid an ...

Similarly, 1099-K forms showing earned interest and other income, along with W-2 forms, must be in taxpayers’ hands by January 31 — either delivered via mail or distributed electronically. Such ...

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. This article is more than 10 years old. It’s that time of year ...

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. Closeup of Form 1099-NEC, Nonemployee Compensation. The IRS has ...