IRS Form 1099-R is issued to you when you take a distribution from your IRA, profit-sharing plans, insurance contracts, pension plan or annuity. If you didn't pay any taxes when you withdrew the money ...

The main difference between a W-9 and a 1099 is that you fill out a W-9, while the business or entity that is paying you ...

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, ...

Forms 1099 report a wide range of taxable income to the Internal Revenue Service (IRS). Issuers of these payments are ...

W-4, and W-2 are important for reporting income and taxes in 2025. W-9 is filled by workers, 1099 reports extra income, W-4 ...

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 ...

The Internal Revenue Service warned authorized electronic filing providers Tuesday that they should not submit electronic tax returns to the IRS before receiving all Forms W-2, W-2G, and 1099-R from ...

Forbes contributors publish independent expert analyses and insights. Peter J Reilly is a Forbes contributor who covers taxes. This article is more than 9 years old. Life insurance is actually a ...