OPM told federal retirees who requested paper 1099-R forms that the remaining documents were being mailed this week, and should arrive within five days.

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the plan.

Nine House members inquired about reports that constituents have not received physical copies of their 1099-R forms and have had difficulty contacting the federal HR agency to request them.

IRS reminds employers that implementing certain optional retirement plan provisions of SECURE 2.0 affect Form W‑2 and Form 1099‑R reporting starting in 2023 The IRS recently issued Fact Sheet 2024‑18 ...