The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, tornadoes, and flooding in Florida.
The IRS has published a June 2023 draft of instructions for Form 5307, Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans.
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 24, 2023, for Oklahoma severe storms.
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornadoes in Oklahoma.
The April 20, 2023, publication of Employee Plans News provides details for plan document restatement deadlines.
The IRS has issued Notice 2023-33, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
The IRS has issued Revenue Ruling 2023-09, which contains the applicable federal rates (AFR) for May 2023.
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornadoes in Indiana.
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 15, 2023, for severe storms, straight-line winds, and tornadoes in Indiana.
The third phase of updates to Form 5500, Annual Return/Report of Employee Benefit Plan, was recently released.