forms and publications

2022 Reporting Instructions for HSAs and MSAs

The IRS has posted 2022 Instructions for Forms 1099-SA and 5498-SA.

FuturePlan ERISA Team

Government Savings

Health and Welfare

Forms and Publications

Savings

Individual

IRS Posts 2021 Form 5329

The IRS has posted the 2021 tax year Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.

FuturePlan ERISA Team

Government Savings

Forms and Publications

Retirement

Employer

Savings

Individual

IRS Announces Online Tool to Validate Form 1042-S Data

The IRS has announced the launch of a new online tool designed to assist U.S. withholding agents in complying with their reporting and withholding obligations with respect to Form 1042-S.

FuturePlan ERISA Team

Government Savings

Forms and Publications

Retirement

Employer

Savings

Individual

IRS Posts 2022 Form 5498-SA for HSA, MSA Reporting

The IRS has posted at its website the 2022 tax year version of Form 5498-SA.

FuturePlan ERISA Team

Health and Welfare

Forms and Publications

Savings

Individual

IRS Posts Small Business Retirement Plan Publication

The IRS has posted the 2020 tax year version of Publication 560, Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans). 

FuturePlan ERISA Team

Forms and Publications

IRS

Retirement

Employer

IRS Posts 2020 Tax Year Health Savings Arrangement Publication

The IRS has posted the 2020 tax year Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans. 

FuturePlan ERISA Team

Health and Welfare

Forms and Publications

Savings

Individual

IRS

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