savings

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 Releases Updated EPCRS Guidance

The IRS has released Revenue Procedure 2021-30, which contains long-awaited guidance updating the Employee Plans Compliance Resolution System (EPCRS).

FuturePlan ERISA Team

Retirement

Employer

Individual

Savings

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

Deadline for CARES Act Retirement Plan Distribution Benefits

December 30, 2020, is the deadline for eligible taxpayers to take distributions from IRAs and employer-sponsored retirement plans that qualify for special tax benefits under CARES Act. 

FuturePlan ERISA Team

Government Savings

Retirement

Employer

Savings

Individual

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