irs guidance

Retirement Plan Disaster Assistance May Be Available for Kansas Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on July 15, 2024, for Kansas severe storms, straight-line winds, tornadoes and flooding.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

IRS

IRS Guidance

IRS Provides 2024 Electronic Filing Relief for Form 5330

The IRS notes in a new post that electronic filing of Form 5330, Return of Excise Taxes Related to Employee Benefit Plans, will not be required for the remainder of the 2024 taxable year—confirming that taxpayers may continue to file by paper.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Defined Benefit Plan

Retirement Plan Disaster Assistance May Be Available for New Hampshire Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on July 10, 2024, for New Hampshire severe winter storm and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for Texas Hurricane Beryl

The Federal Emergency Management Agency issued a Major Disaster Declaration on July 9, 2024, for Texas hurricane Beryl.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

IRS Announces Deadline Relief for West Virginia Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of West Virginia severe storms, flooding, landslides, and mudslides.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Retirement Plan Disaster Assistance May Be Available for Minnesota Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on June 28, 2024, for Minnesota severe storms and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

IRS Announces Deadline Relief for Mississippi Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, tornadoes, and flooding in Mississippi.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

IRS Announces Deadline Relief for New Mexico Fires and Flooding

The IRS has announced the postponement of certain tax-related deadlines for victims of southern New Mexico South Fork fire, Salt fire, and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

IRS Announces Deadline Relief for Oklahoma Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of Oklahoma severe storms, straight-line-winds, tornadoes, and flooding.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

IRS Announces Deadline Relief for Florida Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of Florida severe storms, straight-line-winds, and tornadoes.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Benefit Plan

Defined Contribution Plan

IRA

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