As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...

Cancelled and reissued qualified plan distribution checks, particularly to decedents, should be monitored for payment in light of the Internal Revenue Service’s repeated refusal to repay withholding ...

Millions of individuals took withdrawals from their IRAs, 401(k)s, pensions and other types of retirement accounts in 2014. When you do this, you need to know how to report these distributions on your ...