Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. Forms 1099 generally saddle you with income you have to report.

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 ...

It's no big deal. That was the state’s message to its retirees after it sent them partially mislabeled tax documents. But on Monday, it changed course after the Des Moines Register, alerted to the ...

What Is Form 1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans? Form 1099-R: Distributions From Pensions, Annuities, Retirement, or Profit-Sharing Plans is an Internal ...

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 ...

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, ...

If you own an IRA or Roth IRA, here are some tips regarding tax forms you must file--or should file even if not required. It's not always self-evident how the recipient is supposed to report IRA ...