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, ...

You can approach the issuer and ask the issuer to reissue it correctly. If the issuer of the Form 1099 has already sent it to ...

For example, Form 1099-NEC, used to report payments to independent contractors, must be furnished by February 2, 2026. As ...

My financial company listed on my 1099R form that MA. Was my residence when in fact I am a legal resident of FL. This mistake amounts to a $975.00 tax bill to the state of MA. My question can my ...

It's tax season, and if you've received an unfamiliar income form this year, it might be a 1099 tax form. A 1099 form is used to document income received outside of a permanent salaried job. This ...

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 ...