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Image source: IRS. Will I receive IRS Form 1099-R this year? Financial institutions that hold IRAs and other tax-favored retirement accounts must file Form 1099-R if they made distributions of $10 ...

Tax Day is approaching, and soon it will be time to begin assembling forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm you. Some ...

Dana Anspach, the president of Sensible Money, describes how to avoid the seven most common Form 1099-R mistakes.

Be ready to help worried clients (and their accountants), who will be calling you about 'mistakes' on their 1099-Rs regarding distributions from their IRAs. What they'll be calling about won’t ...

IRS Forms 1099 might be seen as a key element for many tax returns, but you generally don't need them to accurately report your income. Here's why.

One possible exception? The IRS suggests that if you don't receive a Form 1099-R, you should ask. However, don't ask about most 1099s, including the common Form 1099-MISC. Why do I suggest not asking?