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Regulatory and Legislative
IRS Issues Instructions for Reporting Qualified Disaster Retirement Plan Distributions and Repayments
The Internal Revenue Service has released Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments.
Regulatory and Legislative
IRS Releases Instructions for HSAs and MSAs
The Internal Revenue Service has posted Instructions for Forms 1099-SA and 5498-SA.
Regulatory and Legislative
IRS Posts Form 5498-SA for HSA, MSA Reporting
The Internal Revenue Service has released updated Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Kansas and Montana Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on December 19, 2025, for disasters in Kansas and Montana.
Regulatory and Legislative
2026 IRS Form 1042-S Released
The Internal Revenue Service has posted the 2026 tax year version of Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding.
Regulatory and Legislative
IRS Posts 2026 Publication 15-A
The Internal Revenue Service released the 2026 Publication 15-A, Employer’s Supplemental Tax Guide (Supplement to Pub. 15, Employer’s Tax Guide).
Regulatory and Legislative
IRS Releases 2026 Form W-4R
The Internal Revenue Service has released the 2026 tax year Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions.
Regulatory and Legislative
IRS Issues Form for Reporting Qualified Disaster Retirement Plan Distributions and Repayments
The Internal Revenue Service has released a December 2025 version of Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Washington Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on December 12, 2025, for Washington severe storms.
Regulatory and Legislative
IRS Posts 2025 Form 8606
The IRS has released 2025 Form 8606, Nondeductible IRAs.