2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

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 ...

Every tax form that arrives in your mailbox or brokerage account inbox between January and mid-February tells the IRS a story ...

If you're filing your taxes at the last minute, a W-2, W-9 and other forms may be confusing. Here's what to know.