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Tax Guide

Form 1099-R: What is New to Reporting Income from Retirement Plans?

This post was updated in April 2018 Form 1099-R: Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc. Form 1099-R plays an important part among ...

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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. ...

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