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 ...

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 ...

If you have taken distributions from any tax-deferred retirement account, you know that the distribution is reported on IRS Form 1099-R. A Form 1099-R is not usually issued for money that is added to ...