What Is a 1099 Form and What Should You Do With It?

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

You could see this tax form for the 'first time ever' this season, taxpayer advocate says

Many taxpayers could receive Form 1099-K for the first time this season, according to the National Taxpayer Advocate. If you had more than $5,000 in business transactions from apps such as PayPal or ...
Hosted on MSN

The tax forms retirees are receiving in 2026 and what they're for

I'm an IRS enrolled agent, which in IRS terms is the highest license it issues to prepare taxes and represent taxpayers. The reality of the situation is that I have the same unhappy and annoyed ...
NerdWallet

Form 1099-INT: How It Works, Who Gets One

If you received interest income throughout the year, you'll probably receive a Form 1099-INT detailing those payments. Here's what it means and what to do with it. Many, or all, of the products ...
Nasdaq

10 Tax Forms Retirees Receive and What They Mean

I’m an IRS enrolled agent, which sounds (sort of) cool and scary. What it actually means is that I am licensed by the IRS to prepare taxes and represent taxpayers, which is not cool or scary. The ...
Investopedia

Form 1099-R: What It's Used for and Who Should File It

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Lea Uradu, J.D., is a Maryland state registered tax preparer, ...
Yahoo Finance

What is a W-2 form? How to read one and file it correctly.

The IRS Form W-2 is one of the most important documents used when filing your federal tax return. What's on your W-2 could be the difference between owing a tax payment and receiving a refund. Here's ...