You might receive this document if you have freelance work, investment income, retirement distributions or other financial ...

You’ve probably been seeing a steady flow of items marked with that label pop up in your mailbox, and most likely your email inbox, too. They’re a harbinger of the tax season to come, and they’re ...

Most defendants issue IRS Forms 1099 for legal settlements. The form may be issued to the lawyer, the client, or both. Frequently, both the client and the lawyer receive a Form 1099 for 100%, making ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form 1099-R ...

A 1099 form reports income you earned as a non-employee, meaning taxes weren’t withheld from your pay throughout the year. You’ll typically receive one if you were paid as a freelancer, independent ...

The SECURE Act 2.0 significantly changed the retirement planning landscape—creating both new options and new complications. One often-overlooked change involves a new rule that allows employees to ...