Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form ...

You might receive this document if you have freelance work, investment income, retirement distributions or other financial ...

In our new Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on reporting income and tax deductions on 2024 tax returns.

If you have a tax paper from someone other than your employer, you may have received a 1099. But what does the form mean, and why did you receive yours? IRS Form 1099 is informational. This means ...

Form 1099-B is a tax form issued by brokers or barter exchanges to both the IRS and the taxpayer. It provides details about sales of stocks, bonds, or other securities. Typically, brokers are ...

Form 1099-QA is an IRS tax form filed by states, their agencies, or their instrumentalities. It reports distributions from Achieving a Better Life Experience (ABLE) accounts specifically designed ...