For a growing number of American retirees, the goal of eliminating or drastically reducing their federal tax bill isn't a pipe dream - it's a real outcome made possible by one of the most underused ...

If you have taken distributions from any tax-deferred retirement account, you know that the distribution is reported on IRS Form 1099-R. A Form 1099-R is not usually issued for money that is added to ...

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

Make sense of the new rules for digital asset reporting, including transition relief for 2025 and safe harbors going forward.

Form 2439 is an IRS form that mutual funds must send to their shareholders to inform them of undistributed capital gains and ...

Inherited Roth IRAs bypass probate and go directly to the person listed as the beneficiary. Roth IRA distribution rules differ for spouses vs. non-spouses. Most non-spouse beneficiaries need to ...