If you received a distribution of more than $10 from annuities, profit-sharing plans, retirement plans, or pensions, you should receive a Form 1099-R.

If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has provided a head start by issuing the 2026 instructions for Forms 1099-R and 5498.

A 1099 is a record that an entity or person (not your employer) gave or paid you money. One copy of the form goes to you and another copy goes to the IRS. Many, or all, of the products featured on ...

A 1099 form is a document that businesses use to report various types of government payments to both the IRS and payees. This includes payments for services, dividends, interest, rents, royalties, and ...

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 ...