For example, a code might indicate a normal distribution, an early distribution with a penalty, or a direct rollover to another retirement account. Eligibility Criteria & Filing With Form 1099-R ...

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 ...

You might receive this document if you have freelance work, investment income, retirement distributions or other financial ...

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 ...

What's an exception to my suggestion not to ask about Forms 1099? The IRS suggests that if you don’t receive a Form 1099-R, you should ask. In other contexts, consider it carefully.

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

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.