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What you should know about IRS Form 1099R #finance #moneymatters #irs #taxes2025
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Tha Max Tax Business Firm llc | WHAT YOU NEED TO FILE YOUR TAXES ✔️Photo ID, DL Passport valid ✔️Social Security cards for all ✔️Birth Certificate ✔️W2 ,1099, 1099k... | Instagram
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Goldstone Financial Group on Instagram: "If you took money out of a retirement account last year, this is a form you’ll want to recognize. In this clip, Aristotle Makris, Senior Tax Planner at Goldstone Financial Group, CPA, CFP®, MS, explains what information appears on a 1099-R and why understanding distributions, taxable amounts, and withholdings matters when preparing your taxes. 🎥 The 1099-R is just one of several forms retirees receive. In our full Ask an Advisor video, “What Tax Forms Wi
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Natalie Lee-Haynes on Instagram: "⚠️ Tax Filing Tip ⚠️ Withdrew from a 401(k) or retirement account in 2025? You’ll need Form 1099-R. ✔️ Loans only (no withdrawal) don’t require a 1099-R. Even if you have your W-2, wait until all income documents arrive. Filing too early can delay your refund for months if something is missing. 📞 Call/Text 209-360-3502 🔗 Link in bio #modestotaxpreparer #taxtips #taxseason #401k #1099R"
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