If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has provided a head start by issuing the 2026 instructions for Forms 1099-R and 5498.

If you have a Roth IRA, you have an emergency fund hiding in plain sight. Every dollar you personally contributed, not the ...

IRS reporting focus: Form 1099-R remains central for withdrawals, rollovers, and loan defaults, with distribution codes guiding how transactions are taxed. Major 2026 updates: Higher limits, expanded ...

Every tax form that arrives in your mailbox or brokerage account inbox between January and mid-February tells the IRS a story about your money. Fidelity Investments just published a detailed breakdown ...

SAN FRANCISCO (KGO) -- The clock is ticking to file your taxes, and if you have some last-minute questions, 7 On Your Side may have some last-minute answers. On Wednesday, 7 On Your Side and a team of ...

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 ...

A Form 1099-R reported income you never actually received, and the IRS now expects you to pay taxes on it. You did not take a distribution from your retirement plan, and you did not roll anything over ...

Many clients consider multiple strategies for their charitable giving, but one underappreciated strategy might minimize income tax and maximize value for public charities. A qualified charitable ...

If you have taken distributions from any tax-deferred retirement account, you know that the distribution is reported on IRS Form 1099-R. A Form 1099-R is not usually issued for money that is added to ...

My ideal investment to retire on passive income is a high-quality, durable growth business backed by a strong investment-grade balance sheet that pays out a very high yield that is not only ...

As we look back on 2025, the AICPA Tax Division’s Tax Executive Committee, along with its 14 committees and technical resource panels and various task forces, had over 40 tax advocacy successes.