Make sense of the new rules for digital asset reporting, including transition relief for 2025 and safe harbors going forward.

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the plan.

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. Most IRS Forms 1099 arrived around the end of January 2026 for ...

A new tax deduction for tip income is available for 2025 federal income tax returns. Learn the new form to file, who qualifies, and income limits.

Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to file your taxes.

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

A new tax form related to digital assets is set to change how millions of crypto investors file their taxes and failing to understand it could mean paying more than necessary. Beginning with crypto ...

If your business pays nonemployee compensation and other reportable payments, you must be aware of two forms: Form 1099-MISC and Form 1099-NEC. Many employers are likely familiar with Form 1099-MISC.

OPM told federal retirees who requested paper 1099-R forms that the remaining documents were being mailed this week, and should arrive within five days.

Eric's career includes extensive work in both public and corporate accounting with responsibilities such as preparing and reviewing federal, state, and local tax filings; supporting multinational ...