Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

Filers are required by the IRS to furnish 2011 1099-R forms (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) to recipients by January 31, ...

2024 form 1099-NEC reporting with the IRS is due on or before January 31, 2025 for both paper and electronic filers. Other forms such as 1099-MISC, 1099-INT, 1099-DIV and 1099-R are due on or before ...

When KPERS mailed about 120,000 income tax forms to retirees, they got delayed at the USPS distribution center in Kansas City.

Real Business Solutions updated W2 Mate to support IRS IRIS for 2025, enabling automatic, IRIS-ready CSV e-filing for 1099 forms and simplifying compliance for businesses. ORLAND PARK, IL / ACCESS ...

As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...