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 ...

NORTH PALM BEACH, Fla. (Bankrate.com) -- If you received interest or dividend income, sold a stock or worked as an independent contractor, you'll get some version of the Internal Revenue Service 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 ...