2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

Did you return a 2020 required minimum distribution (RMD) from an IRA after learning that RMDs were waived last year? If so, you need to know how to report it on your 2020 tax return – but it's a tad ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many retirees and people who took Covid-related retirement plan ...

Q. Do distributions marked as IRA/SEP/SIMPLE with Code 7 on a 1099-R fall under the pension exclusion? — Doing my taxes A. We're glad to see you're working on your tax returns. The New Jersey pension ...