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 1099-R ...

Most defendants issue IRS Forms 1099 for legal settlements. The form may be issued to the lawyer, the client, or both. Frequently, both the client and the lawyer receive a Form 1099 for 100%, making ...

The SECURE Act 2.0 significantly changed the retirement planning landscape—creating both new options and new complications. One often-overlooked change involves a new rule that allows employees to ...

You’ve probably been seeing a steady flow of items marked with that label pop up in your mailbox, and most likely your email inbox, too. They’re a harbinger of the tax season to come, and they’re ...

As is the case every year, we’re hearing from lots of folks confused about when to send a 1099 form or other “information returns” to someone. It is true that over time, these forms have continued to ...