A new way to access 1099-Rs and more detailed public-facing processing times are the federal human capital arm’s latest ...

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.

There's plenty to do in January. But there's one item on your to-do list that you might have overlooked. That would be to ...

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 ...

I am a U.S. citizen living in Canada who files an income tax return with the IRS because I have retirement income from the USA. I realized after I had mailed my return this month that I had forgotten ...

IRS reminds employers that implementing certain optional retirement plan provisions of SECURE 2.0 affect Form W‑2 and Form 1099‑R reporting starting in 2023 The IRS recently issued Fact Sheet 2024‑18 ...

Forbes contributors publish independent expert analyses and insights. Peter J Reilly is a Forbes contributor who covers taxes. This article is more than 9 years old. Life insurance is actually a ...