irs guidance

IRS Guidance on SEPPs from QRPs

IRS’s guidance on whether periodic payments from an individual account under a qualified retirement plan are considered a series of substantially equal periodic payments.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

New Retirement Payment Withholding Procedure is (Finally) Final

Tax payers and individuals will have a new process for calculating and electing federal income tax withholding on retirement distributions.

FuturePlan ERISA Team

IRS

IRS Guidance

Washington Pulse

IRA

Defined Contribution Plan

IRS Releases Draft Publication 15-A

The IRS released a draft of the 2022 Publication 15-A, Employer’s Supplemental Tax Guide (Supplement to Pub. 15, Employer’s Tax Guide).

FuturePlan ERISA Team

IRS Guidance

IRS

Defined Benefit Plan

IRA

Deadline Relief for Washington Flooding and Mudslide Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of flooding and mudslides in Washington.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

April 18 is IRS Tax Filing Deadline for Most Filers

The IRS has announced that tax filing season will begin on January 24, 2022.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

HSA

IRS Releases 2022 Forms W-4P and W-4R

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

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

Deadline Relief for Colorado Wildfire Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of wildfires and straight-line winds in Colorado.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

2021 Form 5500 Series Informational Copies Released

The Department of Labor’s EBSA, the IRS, and the PBGC jointly released the 2021 Form 5500, 2021 Form 5500-SF, and their respective instructions.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

DOL

Deadline Relief for Arkansas Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms and tornados in Arkansas.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

Deadline Relief for Alabama Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for victims of severe storms and flooding in Alabama.

FuturePlan ERISA Team

IRS

IRS Guidance

IRA

Defined Contribution Plan

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