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

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

Now weeks behind schedule, some federal retirees are still waiting on key tax forms to arrive by mail. Others are struggling to contact OPM for assistance.

Eric's career includes extensive work in both public and corporate accounting with responsibilities such as preparing and reviewing federal, state, and local tax filings; supporting multinational ...

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 ...