Dana Anspach, the president of Sensible Money, describes how to avoid the seven most common Form 1099-R mistakes.

The other form you are sure to receive is IRS Form 1099. In fact, you may receive many. In contrast to Forms W-2, though, you don’t file Forms 1099 with your return.

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 ...

Taxpayers will receive a 1099-K from payment card companies, payment apps and online marketplaces when transactions during 2024 was more than $5,000.

A payment app or online marketplace is required to send you a Form 1099-K if the payments you received for goods or services total over $5,000.

Embark on a journey to decode Form 1099-R, a crucial IRS document for retirement. Learn its contents, filing criteria, and process. Navigate distributions confidently, from understanding codes to ...

A 1099 form is a tax record that an entity or person — not your employer — gave or paid you money. There are various types of 1099s, depending on the type of income in question.

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 ...

A 1099-INT tax form is a record that someone paid you at least $10 in interest throughout the year. Here's what to do with it.