However, your IRA custodian is required to report QCDs as regular distributions on your 1099-R. Your tax preparer can override this misleading report by excluding the QCD from your taxable income ...
The main difference between a W-9 and a 1099 is that you fill out a W-9, while the business or entity that is paying you fills out the 1099. In most cases, you should receive any 1099 form by the end ...
Reporting extra income that doesn't match a ... One possible exception: the IRS suggests that if you don’t receive a Form 1099-R, you should ask. In general, though, if you call or write the ...