Those listed under “non-qualified” (just jargon for non-retirement) should have a 1099 composite. Any money movement in the “qualified” accounts will be reported on a 1099-R. Profit and ...

Fortunately, there are plenty of tax-advantaged options available for 1099 workers. As an independent contractor, a team of advisors can make a big difference to your bottom line in retirement.

The 1099-R is not wrong. Rollovers are generally not ... Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more.

One possible exception: 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 and ask for a Form 1099, you may end up with ...

But if you do any self-employed or freelance work, you may receive 1099 forms from each of your business clients reporting the income they paid to you. Anyone who received income from investments, ...