Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to ...

OPM told federal retirees who requested paper 1099-R forms that the remaining documents were being mailed this week, and should arrive within five days.

Filing taxes as a retiree can feel overwhelming, but understanding key tax forms is crucial to managing finances effectively. Whether you're drawing Social Security, working part-time, or living off ...

Nine House members inquired about reports that constituents have not received physical copies of their 1099-R forms and have ...

The FINANCIAL — As the April tax deadline approaches, some federal retirees say they are still waiting for a document that for years arrived as a matter of routine: Form 1099-R from the Office of ...

There’s no requirement that the form be downloadable, but the Internal Revenue Service does require 1099-INT forms to be ...

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 plan.

Add Yahoo as a preferred source to see more of our stories on Google. 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 ...

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. Most IRS Forms 1099 arrived around the end of January 2026 for ...