OPM told federal retirees who requested paper 1099-R forms that the remaining documents were being mailed this week, and should arrive within five days.

IRS Form 1099-R is issued to you when you take a distribution from your IRA, profit-sharing plans, insurance contracts, pension plan or annuity. If you didn't pay any taxes when you withdrew the money ...

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the plan.

Tax Day is coming, and soon it will be time to begin gathering forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm. Some forms are ...

Closeup of Form 1099-K, Payment Card and Third Party Network Transactions, an IRS information return used to report certain payment transactions to improve voluntary tax compliance. It’s that time of ...