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 ...

Now weeks behind schedule, some federal retirees are still waiting on key tax forms to arrive by mail. Others are struggling to contact OPM for assistance.

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 ...

Nine House members inquired about reports that constituents have not received physical copies of their 1099-R forms and have ...

Tax expert Brian Zink shared an essential tax checklist for seniors: organize income docs, verify RMDs, track medical expenses and more.