It’s that time again! In preparation for the 2020 tax reporting season, here’s when to expect key tax mailings: Retirement Accounts: If you withdrew funds from your retirement, pension or annuity accounts in 2020, or received account distributions, you will be receiving Form 1099-R. If you made Qualified Charitable Distributions (QCDs), or gifts made directly […]
Tag Archives | tax reporting
Sigh. Another Day, Another Tax Form
Doesn’t it seem like every single day you receive some kind of tax reporting form in the mail? It’s a never-ending flow of paper that stems from the IRS’ ever more complicated tax reporting rules (which originates, of course, in Congress’ ever more convoluted tax rules). Many of our clients are now receiving Form 5498 […]
Understanding Your Taxes: Just What Is Form 5498 And What Am I Supposed To Do With It?
Some of our clients have been calling with questions about Form 5498, a tax reporting form they recently received in the mail. If you’re the kind of person who likes to understand how things work, or are curious as to why you’re receiving this form long after the tax deadline, here’s the inside scoop: Does everyone […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
