government savings

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.

FuturePlan ERISA Team

Government Savings

Forms and Publications

Retirement

Employer

Savings

Individual

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.

FuturePlan ERISA Team

Government Savings

Forms and Publications

Retirement

Employer

Savings

Individual

2022 Reporting Instructions for HSAs and MSAs

The IRS has posted 2022 Instructions for Forms 1099-SA and 5498-SA.

FuturePlan ERISA Team

Government Savings

Health and Welfare

Forms and Publications

Savings

Individual

IRS Posts 2021 Form 5329

The IRS has posted the 2021 tax year Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.

FuturePlan ERISA Team

Government Savings

Forms and Publications

Retirement

Employer

Savings

Individual

IRS Announces Online Tool to Validate Form 1042-S Data

The IRS has announced the launch of a new online tool designed to assist U.S. withholding agents in complying with their reporting and withholding obligations with respect to Form 1042-S.

FuturePlan ERISA Team

Government Savings

Forms and Publications

Retirement

Employer

Savings

Individual

Deadline for CARES Act Retirement Plan Distribution Benefits

December 30, 2020, is the deadline for eligible taxpayers to take distributions from IRAs and employer-sponsored retirement plans that qualify for special tax benefits under CARES Act. 

FuturePlan ERISA Team

Government Savings

Retirement

Employer

Savings

Individual

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