"January is a good time to check 2024 Forms 1099-R that will be sent by the IRA custodian or plan administrator for accuracy, ...

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

If you live outside of the U.S. and didn’t receive Form SSA-1099 or SSA-1042 and can’t get one online, you’ll need to talk to ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form ...

IRS Forms 1099 are critical to IRS information return matching so the IRS can match your tax reporting and send tax notices to collect additional taxes with ease.

It's tax season, and if you've received an unfamiliar income form this ... income (SSA-1099), investment withdrawals (1099-B, 1099-DIV) or retirement account withdrawals (1099-R).

If you qualify for an exception, but your IRA custodian inputs Code 1 in Box 7 of your 1099-R, your tax preparer must file IRS Form 5329 to override the Code 1 and claim the exception. Misleading ...