Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

There's less than a week until tax season kicks off on Jan. 27 — and investors may have more options to file returns for free than in previous years. Plus, retirees may receive Form 1099-R for ...

Incorrect IRS Forms 1099 are a worry, since Forms 1099 generally saddle you with income you have to report. Of course, if you have income, you must report it, whether or not you receive a Form 1099.

Making a certain amount of cash from pursuing a passion or by having your own side gig means you owe taxes, according to the Internal Revenue Service, but you won’t receive a W-2 form as you would ...