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.

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.

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 ...

You might receive this document if you have freelance work, investment income, retirement distributions or other financial ...