individual

IRS Issues 2021 Tax Year Publication 590-A

The IRS has issued the 2021 tax year Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs).

FuturePlan ERISA Team

Forms and Publications

Savings

Individual

IRS Re-Releases 2021 Form W-4P

The IRS has re-released the 2021 Form W-4P, Withholding Certificate for Pension or Annuity Payments.

FuturePlan ERISA Team

Forms and Publications

Retirement

Employer

Savings

Individual

IRS Issues Updated Draft Forms W-4P and W-4R

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

FuturePlan ERISA Team

Forms and Publications

Retirement

Employer

Savings

Individual

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 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.

FuturePlan ERISA Team

Forms and Publications

Retirement

Employer

Savings

Individual

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.

FuturePlan ERISA Team

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

No Results