Will I get a tax form 1099?

Clients can expect a tax form 1099, of various kinds, if (this is not an exhaustive list):

• You took a distribution from an employer retirement plan, such as a 401(k) or 403(b)
  • Including a rollover to an IRA, which isn’t considered a taxable event;
    • Details here: https://www.planningforgood.financial/blog/why-did-i-get-a-1099-r-tax-form
  • You took a distribution from an IRA or a variable annuity;
    • Including RMDs
  • You have taxable, non-qualified investments that have paid out capital gains or dividends;
  • You received other miscellaneous income, such as rents, prizes, or awards;
  • You received nonemployee compensation, such as from consulting or a small business.