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 ...

How can they claim their loss from a crypto scam on their tax return?

The QCD rule can help retirees save a lot of money when they are ready to withdraw from 401(k) plans. Here's how.

New Jersey residents seeking assistance with how to prepare for the upcoming Property Tax Relief programs — NJ ANCHOR or Senior Freeze there is help for you. The New Jersey Department of Treasury has ...

Robert Wood Tax is an attorney at WoodLLP. He is also the author of more than 30 books and numerous articles. IRS Form 1099 is used to report various types of non-employment income, such as interest, ...

Federal retirees interact with OPM, the Thrift Savings Plan and Social Security at different stages of retirement. Their ...

The Survivor Benefit Plan exists to address that, providing to an eligible surviving spouse a monthly annuity that continues ...

Congress quietly carved a retirement loophole for a specific list of job titles that lets certain workers raid their 401(k) a ...

Several notable tax developments have recently emerged, including the Internal Revenue Service’s (IRS) new automatic penalty relief program and ...