Secure Act 2.0 allows Roth employer contributions—but they trigger Form 1099-R reporting and taxable income. Here’s what ...

Received a Form 1099-C for canceled debt? Learn why the IRS may consider it taxable income and, crucially, how you might be ...

Learn how tax tools use AI to scan documents, flag deductions, and model refunds — and where privacy risks and human ...

Some federal annuitants are facing weeks of delays in accessing a key tax document from the Office of Personnel Management, as the filing deadline approaches. OPM updated its tax form delivery policy ...

The IRS has introduced Form 1099-DA to standardize crypto tax reporting starting in 2025. This new form will be used to report proceeds from cryptocurrency and NFT transactions. Crypto exchanges in ...

Don't let tax season catch you off guard. We break down the key differences on a W-2 and 1099 forms that directly impact your tax refund.

From the Department of Bizarre Anomalies: Microsoft has suppressed an unexplained anomaly on its network that was routing traffic destined to example.com—a domain reserved for testing purposes—to a ...

Elizabeth Guevara is a personal finance reporter who explains the world of business and economics and how it impacts your finances. She joined Investopedia in 2024. The Good Brigade / Getty Images ...

Tax Day is coming, and soon it will be time to begin gathering forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm. Some forms are ...

Kansas government retirees faced significant delays receiving their 1099-R tax forms last year due to issues at a U.S. Postal Service distribution center. The Kansas Public Employees Retirement System ...