Our expert guide breaks down the most common 1099 forms for the 2025 tax year, including 1099-NEC, 1099-R, 1099-INT, 1099-DIV ...

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 ...

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, ...

Q. Do distributions marked as IRA/SEP/SIMPLE with Code 7 on a 1099-R fall under the pension exclusion? — Doing my taxes A. We're glad to see you're working on your tax returns. The New Jersey pension ...

The SECURE Act 2.0 significantly changed the retirement planning landscape—creating both new options and new complications. One often-overlooked change involves a new rule that allows employees to ...