2022 IRS Form 1042-S Released
The IRS has posted the 2022 tax year version of Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding.
2022 Tax Year IRA and Retirement Plan Reporting Forms 1099-R, 5498
The IRS has posted at its website the 2022 tax year version of Form 1099-R and Form 5498.
Proposed Bill Would Provide Permanent Distribution Relief
Representatives Mike Thompson and Mike Kelly have introduced a bipartisan bill that would make permanent automatic retirement plan and IRA tax relief in connection with federally declared disasters.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2021-62, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
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.
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.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2021-60, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2021-54, which contains updated guidance on factors used in certain DB pension plan minimum funding and present value calculations.
PBGC Issues Interest Rate Assumptions for DB Plans
The PBGC has issued updated interest rate assumptions for benefit payments in terminating single-employer DB pension plans.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2021-50, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
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