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Tax Guide

Everything You Need to Know about IRS 1099-R

Recently Retired? Learn about using IRS Form 1099-R to report Retirement plan distributions! We are back to wrap up our review of the 1099 forms for the upcoming tax season. ...

Tax Guide

Exploring Other Kinds of 1099 Forms

Earlier this week we discussed the most common 1099 form, the 1099-Misc. A quick refresher: the 1099-Misc is issued for any unclassified income over $600. It is most commonly issued ...

Tax Guide

Reporting Retirement Income: Form 1099-R

This post was updated in April 2018 Whether you are retired, or have simply chosen to withdraw funds from your retirement account, the financial servicer who handles your retirement ...