Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

This time of year, your mailbox is likely filling up with forms that you'll need to file your tax return. Some of these forms might describe how much interest income you received from your bank, or ...

Q. Do distributions marked as IRA/SEP/SIMPLE with Code 7 on a 1099-R fall under the pension exclusion? — Doing my taxes A. We're glad to see you're working on your tax returns. The New Jersey pension ...