If you received a distribution of more than $10 from annuities, profit-sharing plans, retirement plans, or pensions, you should receive a Form 1099-R. Most public and private pension plans that aren’t ...

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 ...

ez1099 simplifies 1099 e-filing with a built-in electronic submission feature. Download and try it today with no cost or obligation. "Our goal with ez1099 is to remove common filing barriers and make ...

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.