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 ...

Q. Do distributions marked as IRA/SEP/SIMPLE with Code 7 on a 1099-R fall under the pension exclusion? — Doing my taxes A. We're glad to see you're working on your tax returns. The New Jersey pension ...

Clarifying Form 1099-R would help the Internal Revenue Service identify more taxpayers who are underreporting their retirement income, according to a new report. The report, from the Treasury ...

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 ...