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Making sense of the most common IRS retirement forms using plain English

Key takeaways Use retirement tax forms to complete tax returns, not file them back to the IRS. Consider that both Form 1099-R ...
Morningstar%2c Inc.

The New QCD Reporting Rule Raises a Big Question for IRA Owners

Qualified charitable distributions have become one of the most effective ways for IRA owners age 70½ and older to support their favorite charities while reducing taxable income. Yet, a new IRS ...
Think Advisor

Elect the Roth Employer Match? Don't Be Surprised When You Receive the 1099-R

The SECURE Act 2.0 significantly changed the retirement planning landscape—creating both new options and new complications. One often-overlooked change involves a new rule that allows employees to ...