Proposed Regs for Disaster-Related Deadline Postponements
IRS Proposes Regulations for Automatic Deadline Postponements for Federally Declared Disasters
Deadline Relief for Mississippi Hurricane Zeta Victims
The IRS has announced the postponement of certain tax-related deadlines for Mississippi victims of Hurricane Zeta.
Final Regulations on Offset Retirement Plan Loan Rollovers
IRS final regulations on offset retirement plan loan rollovers have been published in the Federal Register.
IRS Releases 2021 Tax Year Reporting Forms 1099-R and 5498
The IRS has posted at its website the 2021 tax year version of Form 1099-R and Form 5498.
IRS Announces Deadline Relief for Alabama Hurricane Zeta Victims
The IRS announced the postponement of certain tax-related deadlines for Alabama victims of Hurricane Zeta.
Terminating Custodial 403(b) Plans Get Distribution Relief
The IRS has issued Revenue Ruling 2020-23 to address how employers may terminate 403(b) plans that contain custodial accounts.
Tax-Related Deadline Relief for Puerto Rico Storm Victims
The IRS has provided tax-related deadline relief for victims of the September 13, 2020 storm on the island of Puerto Rico.
Provisions for 401(k)/403(b) Safe Harbor SECURE Act
The IRS has issued Notice 2020-86, with guidance for implementing provisions of the SECURE Act of 2019.
Final Regulations for Offset Retirement Plan Loan Rollovers
The IRS has issued final regulations implementing a provision of the 2017 TCJA permitting an extended period to roll over the proceeds of certain retirement plan loans.
Retirement Spotlight: IRS Releases Escheatment Guidance
This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.
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