Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

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

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, ...

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 ...

When you take money from your 401(k) through a withdrawal, rollover or loan default, the IRS requires specific reporting on ...