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