irs

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

IRS Releases 2022 Forms W-4P and W-4R

The IRS has released the 2022 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments and 2022 Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

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 Yield Curves and Segment Rates for DB Plans

The IRS has issued Notice 2022-2, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit 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

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