As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...

Q. My wife and I took out money from her 401(k) as a coronavirus-related distribution. We claimed the income on 2020 taxes with the 1099 sent to us. However, we used Form 8915-E and only paid taxes on ...