ira

April 18 is IRS Tax Filing Deadline for Most Filers

The IRS has announced that tax filing season will begin on January 24, 2022.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

HSA

Deadline Relief for Colorado Wildfire Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of wildfires and straight-line winds in Colorado.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

2021 Form 5500 Series Informational Copies Released

The Department of Labor’s EBSA, the IRS, and the PBGC jointly released the 2021 Form 5500, 2021 Form 5500-SF, and their respective instructions.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

DOL

Deadline Relief for Arkansas Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms and tornados in Arkansas.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Deadline Relief for Alabama Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms and flooding in Alabama.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Deadline Relief for Illinois Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornados in Illinois.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

IRS Issues Deadline Relief for Kentucky Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for Kentucky victims of severe storms, flooding, and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

IRA

IRS Issues Draft Instructions for Reporting of Qualified Disaster Distributions

The IRS has provided draft Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

Build Back Better Bill Passes House, Moves to Senate

The House of Representatives passed the Build Back Better bill. The House-passed version of the bill contains several IRA provisions.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Legislative updates

President Signs Infrastructure Bill Into Law

The President has signed into law the Infrastructure Investment and Jobs Act.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRA

Legislative updates

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