Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

When KPERS mailed about 120,000 income tax forms to retirees, they got delayed at the USPS distribution center in Kansas City.

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

Fact checked by Vikki Velasquez Key Takeaways If you have income from work, your employer should provide you with either a W-2 or 1099-NEC form showing both your income and any withholding.Your ...

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 ...