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 ...

It's no big deal. That was the state’s message to its retirees after it sent them partially mislabeled tax documents. But on Monday, it changed course after the Des Moines Register, alerted to the ...

Did you collect jobless benefits in 2021? Then you're going to need to sit back and wait to file your federal income tax return until you make sure you have all the right numbers in hand. Michigan ...

With unemployment insurance fraud running rampant, thousands of Coloradans are receiving federal tax forms showing they received unemployment compensation even though they never filed a claim. Let’s ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many retirees and people who took Covid-related retirement plan ...