Form 1099-R: What It's Used for and Who Should File It

Form 1099-R is an IRS tax form used to report distributions from annuities, profit-sharing plans, retirement plans, or ...
TheStreet.com

When to use tax form 1099-R: Distributions from pensions, annuities, retirement, etc.

If you received a distribution of more than $10 from annuities, profit-sharing plans, retirement plans, or pensions, you should receive a Form 1099-R.
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

2024 Year-End Charitable Giving and IRA Qualified Charitable Distributions

As the 2024 tax year comes to a close, owners of individual retirement accounts (IRAs) might consider combining the tax benefits of charitable giving with a qualified charitable distribution (QCD) ...
Ibj.com

Jalene Hahn: Taking advantage of the qualified charitable distribution

Most people are aware that the SECURE Act raised the age you must begin taking money out of your IRA from 70-1/2 to 72. These distributions are known as your required minimum distribution, or RMD.
JD Supra

Year-End Charitable Giving and IRA Qualified Charitable Distributions

As the 2023 tax year winds down, owners of individual retirement accounts (IRAs) might consider combining the 2023 tax benefits of charitable giving with a qualified charitable distribution (QCD) from ...