2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. This article is more than 2 years old. Closeup of Form 1099-K, ...

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

It's no big deal. That was the state’s message to its retirees after it sent them partially mislabeled tax documents. But on Monday, it changed course after the Des Moines Register, alerted to the ...

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 ...

Get ahead of the tax season crunch by collecting these tax documents throughout the year. Here's what you need to keep an eye out for.

It's tax season, and if you've received an unfamiliar income form this year, it might be a 1099 tax form. A 1099 form is used to document income received outside of a permanent salaried job. This ...

For those Americans who pay quarterly taxes—or those who don’t, but who think they should—understanding the rules governing estimated taxes is vital.

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