Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in Finance degree from Bridgewater State University and helps develop content strategies. Investopedia ...

In 2025, the SECURE 2.0 Act allows a new "super catch-up provision" for individuals who turn ages 60 to 63 before the end of ...

A financial adviser would be looking at the 1099-B that comes from the custodian of your investment accounts. If they see a lot of gains and no losses to offset them, it sets off red flags.

A classically trained French hornist by education, Nick Wolny is a managing editor at CNET, where he oversees the CNET Voices program and branded content division. He is also the finance columnist ...

Form 1099 reports freelance payments, income from investments, retirement accounts, Social Security benefits and government payments, withdrawals from 529 college savings plans and health savings ...

Additionally, contributions to the account are generally deductible ... to both income tax and a 20% tax penalty. 1099-SB: Seller’s Investment in Life Insurance Contract Form 1099-SB is filed ...

You should see this tax form if you were paid more than $5,000 in freelance income via third-party payment apps last year.

Profit and prosper with the best of expert advice on investing ... reported on a 1099-K are necessarily taxable. The amount reported is the gross total, which doesn't account for things like ...

Because of this, a significant amount of accounting from the various investments within your account are required to ultimately determine these figures that will be captured on your 1099.

It's tax season, and if you've received an unfamiliar income form this year, it might be a 1099 tax form. A 1099 form is used to document income received outside of a permanent salaried job.