Examples include someone who lives mostly off of Social Security income (SSA-1099), investment withdrawals (1099-B, 1099-DIV) or retirement account withdrawals (1099-R). Other folks expect to ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form ...

Independent contractors, freelancers, sole proprietors, and self-employed individuals are examples ... of Form 1099-NEC should use the information provided on the form to fill out the appropriate ...

Each January, your mailbox and email is likely filled ... forms, and the reporting requirements for each are different. Money reported on a 1099 form is generally taxable, but not always – for ...

You may also be asked to fill out a W-9 when you open an interest-bearing bank account or another financial account that ...