But some investors may receive other kinds of statements that they’ll need to file, including: 1099-R This document reports income from retirement accounts such as a 401(k), IRA, pension or an annuity ...

Unlike Forms W-2, you don’t file Forms 1099 with your return ... the IRS suggests that if you don’t receive a Form 1099-R, you should ask. In general, though, if you call or write the payer ...

There are many different versions of the Form 1099 depending on the type of income you need to report when you file your return. Keep in mind that you’re not the only one who receives these forms – ...

Although the initial deadline is January 31, issuers of the forms are not required to file copies of all Forms 1099 with the IRS until the end of February. Most companies do not immediately file ...