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 ...
The optional forms aim to standardize direct rollovers, encourage electronic transfers, and take some of the paperwork out of moving retirement savings. More than three and a half years after the ...
The Internal Revenue Service and the Treasury Department offered guidance on rollovers between retirement plans and individual retirement accounts.
If you haven’t received your tax forms from your employer by Jan. 31, reach out to your HR department. Keep in mind that ...
Alabama taxpayers seeking an IRS penalty or interest refund tied to COVID-era tax relief have a new option to help them meet the July 10 filing deadline. The Internal Revenue Service recently ...
Quick ReadFiling IRS Form 706 after a spouse's death transfers their unused $15 million exemption to the survivor, doubling ...
If you’re designated the executor of someone’s estate, you may need to file Form 1041 to declare the income from that person’s estate (or hire someone to file the form for you). Form 1041 isn’t a ...
The US Internal Revenue Service (IRS) has updated the Internal Revenue Manual (IRM) to specify which forms taxpayers can electronically sign and which types of electronic signatures are permitted, now ...
In the United States, paying your taxes is one of the most important tasks a citizen must stay on top of in order to avoid financial ruin. National Tax Day falls on April 15, the deadline for all ...