Key reporting forms: Form 1099-R reports most 401(k) distributions, while Form 5498 confirms IRA rollovers; W-2s show contributions. Penalties and exceptions: Withdrawals before age 59½ may face a 10% ...

Forbes contributors publish independent expert analyses and insights. Rhett Buttle covers the intersection of the private and public sector. Late last year, the Internal Revenue Service announced a ...

Some forms are pre-populated and designed for you to pass on to the IRS. They may have arrived in your mailbox or be sitting in a "tax documents" portal on a website, awaiting download. In theory, ...