Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

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 ...

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. This year, the IRS moved up the filing date--for IRS copies going ...

The Internal Revenue Service warned authorized electronic filing providers Tuesday that they should not submit electronic tax returns to the IRS before receiving all Forms W-2, W-2G, and 1099-R from ...

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 ...