What Is a 1099 Form and What Should You Do With It?

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

What clients won’t see on this year’s 1099-R form

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 ...
JD Supra

Tax Court in Brief | Patrinicola v. Comm’r | Taxability of Pension Distributions

Freeman Law’s “The Tax Court in Brief” covers every substantive Tax Court opinion, providing a weekly brief of its decisions in clear, concise prose. For a link to our podcast covering the Tax Court ...
Forbes

QCD VS RMD Give Retirement Distributions To Charity, Pay Zero In Taxes

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Have you considered using a QCD vs RMD for charitable giving, reducing your tax burden and ...