Can IRA checkbook checks qualify as QCDs? Explore new IRS Code Y reporting, custodian differences, and what determines QCD ...

Form 1099-R is an IRS tax form used to report distributions from annuities, profit-sharing plans, retirement plans, or ...

HENDERSON (KTNV) — Some federal retirees say they've struggled to access critical forms they need to file their taxes after the U.S. Office of Personnel Management (OPM) shifted to a digital system.

The FINANCIAL — As the April tax deadline approaches, some federal retirees say they are still waiting for a document that for years arrived as a matter of routine: Form 1099-R from the Office of ...

A new tax form related to digital assets is set to change how millions of crypto investors file their taxes and failing to understand it could mean paying more than necessary. Beginning with crypto ...

The threshold for receiving a 1099-K is higher — but that doesn't mean you're off the hook if you don't get one.

Reporting cryptocurrency on your taxes is changing for the 2026 tax season. This year, the IRS is introducing a new dedicated crypto tax form called 1099-DA for all “digital asset proceeds from broker ...

The TSP has announced its schedule for issuing key notices for tax and other purposes. In its words: * “IRS Form 1099-R — In mid-January, the TSP will mail IRS Form 1099-R, Distributions from Pensions ...

Kansas government retirees faced significant delays receiving their 1099-R tax forms last year due to issues at a U.S. Postal Service distribution center. The Kansas Public Employees Retirement System ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. ArtistGNDphotography / Getty Images If you have income from work, ...

Some year-end tax documents already are available via the Defense Finance and Accounting Service (DFAS) myPay portal, with others set to post in the coming days. Those who receive the forms via postal ...

RICHMOND, Va. (WRIC) — More than five months after Richmond city auditors found that the Richmond Retirement System (RRS) paid more than $550,000 to deceased retirees, a new audit released on Friday ...