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 ...

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, ...

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 1099 form is used to document income received outside of a permanent salaried job. This includes money earned from gig work ...

Each January, your mailbox and e-mail is likely filled with tax forms. If you work for an employer, you’ll receive a W-2 reporting your wages. But if you do any self-employed or freelance work, you ...

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 ...

It's no big deal. That was the state’s message to its retirees after it sent them partially mislabeled tax documents. But on Monday, it changed course after the Des Moines Register, alerted to the ...

IRS Tax Tip 2003-25, (Feb. 5, 2003) -- If you received certain types of income, you may receive a Form 1099 for use with your federal tax return.You should receive these forms from the payer by early ...