Our expert guide breaks down the most common 1099 forms for the 2025 tax year, including 1099-NEC, 1099-R, 1099-INT, 1099-DIV ...

2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

If you're filing your taxes at the last minute, a W-2, W-9 and other forms may be confusing. Here's what to know.

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 ...

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 ...