IRS Posts 2021 Instructions for Form 5330
The IRS has issued the 2021 version of detailed Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans.
IRS Posts 2022 Instructions for Form 1042-S
The IRS has posted the 2022 tax year detailed Instructions for Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding.
DOL Issues “Supplemental Statement” to 2020 Information Letter
The Department of Labor’s Employee Benefit Security Administration (EBSA) has issued a supplemental statement to a June 2020 Information Letter.
IRS Posts 2021 Form 8889 for HSA Reporting
The IRS has posted the 2021 tax year Form 8889, Health Savings Accounts (HSAs).
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.
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.
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.
IRS Posts Instructions for Affordable Care Act Reporting
The IRS has posted 2021 detailed instructions for reporting information related to compliance with the Affordable Care Act (ACA).
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.
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