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Making sense of the most common IRS retirement forms using plain English

Key takeaways Use retirement tax forms to complete tax returns, not file them back to the IRS. Consider that both Form 1099-R and Form 5498 fall into this category. Note that Form 1099-R tracks every ...
Houston Chronicle

How to Claim a 1099-R for Total Distribution

IRS Form 1099-R is issued to you when you take a distribution from your IRA, profit-sharing plans, insurance contracts, pension plan or annuity. If you didn't pay any taxes when you withdrew the money ...
Fox Business Network

IRS Form 1099-R: What Every Retirement Saver Should Know

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...
JournalofAccountancy

TIGTA: Revise Form 1099-R to improve taxpayer compliance

In a report released on Tuesday, the Treasury Inspector General for Tax Administration (TIGTA) recommended the IRS change its Form 1099-R, Distributions From Pensions, Annuities, Retirement or ...