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 ...

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 ...

Tax season is in full swing (everyone’s favorite time of year, right?!) and 1099s are in the process of being developed and ...

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 ...

Kansas government retirees faced significant delays receiving their 1099-R tax forms last year due to issues at a U.S. Postal Service distribution center. The Kansas Public Employees Retirement System ...

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 ...

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 ...