Fidelity warns ignoring these tax forms is an expensive mistake

Every tax form that arrives in your mailbox or brokerage account inbox between January and mid-February tells the IRS a story ...
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 ...
Government Executive

House Dems want to know why retirees aren’t getting physical tax documents from OPM

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

What's a W-2 and 1099? The forms you need as Tax Day approaches.

If you're filing your taxes at the last minute, a W-2, W-9 and other forms may be confusing. Here's what to know.