Our expert guide breaks down the most common 1099 forms for the 2025 tax year, including 1099-NEC, 1099-R, 1099-INT, 1099-DIV ...

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the ...

Doing your taxes can feel like a guessing game, especially when you’re trying to save money. Most people think you need to ...

Secure Act 2.0 allows Roth employer contributions—but they trigger Form 1099-R reporting and taxable income. Here’s what ...

Required minimum distributions are mandated for certain kinds of retirement plans. There are some changes to RMD rules in 2026 that you should know about. These changes relate to when you have to ...

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International stock ...

With tax season in full swing, House Democrats are pressing the Office of Personnel Management for answers about reports that federal retirees and annuitants aren’t receiving paper copies of tax ...

Tax Day is coming, and soon it will be time to begin gathering forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm. Some forms are ...

Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 and 1959. The Secure 2.0 Act ended RMDs on Roth 401(k) plans and Roth 403(b) ...

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 ...