Form 1099-R is an IRS tax form used to report distributions from annuities, profit-sharing plans, retirement plans, or insurance contracts.

When you take money from your 401(k) through a withdrawal, rollover or loan default, the IRS requires specific reporting on your tax return. The forms you receive, what each figure represents and how ...

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 ...

When retirement account owners move funds from one account to another, navigating the complex distribution and tax rules can quickly stimie clients and advisors alike. Yet knowing how to navigate ...

A 401(k) rollover is like a retirement savings suitcase – it carries your assets from one 401(k) plan to another or to an individual retirement account (IRA). The process makes changing jobs or ...