Fidelity warns ignoring these tax forms is an expensive mistake

Every tax form that arrives in your mailbox or brokerage account inbox between January and mid-February tells the IRS a story ...
Government Executive

House Dems want to know why retirees aren’t getting physical tax documents from OPM

Nine House members inquired about reports that constituents have not received physical copies of their 1099-R forms and have ...
Nasdaq

IRS Form 1099-R: What Every Retirement Saver Should Know

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, ...

What's a W-2 and 1099? The forms you need as Tax Day approaches.

If you're filing your taxes at the last minute, a W-2, W-9 and other forms may be confusing. Here's what to know.
InvestmentNews

What clients won’t see on this year’s 1099-R form

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 ...