I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled ...

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Every tax form is reported to the IRS, and mismatches can trigger audits or penalties. Key forms include W-2, multiple 1099s, 1099-R, and the new 1099-DA for crypto. One of the best ways to avoid an ...

Every tax form that arrives in your mailbox or brokerage account inbox between January and mid-February tells the IRS a story about your money. Fidelity Investments just published a detailed breakdown ...

If you have taken distributions from any tax-deferred retirement account, you know that the distribution is reported on IRS Form 1099-R. A Form 1099-R is not usually issued for money that is added to ...

The IRS has joined a criminal investigation into a Roman Catholic priest and a botched Corvette raffle. The Rev. Ross Miceli is under investigation for allegations that he rigged the raffle by ...

In 2021, Congress enacted the Infrastructure Investment and Jobs Act (IIJA), P.L. 117-58, which requires brokers to report digital asset transactions to the IRS and taxpayers. In enacting the IIJA, ...

The IRS issued proposed regulations (REG-105064-25) on Thursday that would shift digital-asset reporting to electronic-only delivery by loosening requirements that apply to digital asset brokers for ...

The Internal Revenue Service and the Treasury Department issued a set of proposed regulations Thursday aimed at making it simpler for digital asset and cryptocurrency brokers to provide the new Form ...

You’ve probably been seeing a steady flow of items marked with that label pop up in your mailbox, and most likely your email inbox, too. They’re a harbinger of the tax season to come, and they’re ...

A new tax form related to digital assets is set to change how millions of crypto investors file their taxes and failing to understand it could mean paying more than necessary. Beginning with crypto ...

The IRS introduces Form 1099-DA, creating the first standardized system for reporting crypto and NFT transactions. US exchanges like Coinbase and e-file providers such as TaxBandits are rolling out ...