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Regulatory and Legislative
IRS Posts 2025 Form 8606
The IRS has released 2025 Form 8606, Nondeductible IRAs.
Regulatory and Legislative
IRS Provides 2026 Covered Compensation Tables Used in DB Plans
The IRS has issued Revenue Ruling 2026-1, containing the covered compensation tables for the 2026 plan year.
Regulatory and Legislative
IRS Announces Deadline Relief for Minnesota Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in Leech Lake Band of Ojibwe until February 2, 2026.
Regulatory and Legislative
IRS Releases 2026 Form W-4P
The Internal Revenue Service has issued the 2026 Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments.
Regulatory and Legislative
IRS Releases Updated Draft Instructions for HSAs and MSAs
The Internal Revenue Service has posted new draft instructions for Forms 1099-SA and 5498-SA.
Regulatory and Legislative
IRS Issues HSA Guidance Under OBBBA
The Internal Revenue Service has issued Notice 2026-05 which provides guidance on changes relating to health savings accounts enacted under the One, Big, Beautiful Bill Act.
Regulatory and Legislative
IRS Posts 2025 Form 8889 for HSA Reporting
The IRS has posted the 2025 tax year Form 8889, Health Savings Accounts.
Regulatory and Legislative
IRS Posts 2025 Form 5329 for Savings Arrangement Excise Tax Reporting
The Internal Revenue Service has posted Instructions for Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, for 2025.
Regulatory and Legislative
IRS Releases Form & Instructions for Form 8889, HSA Reporting
The Internal Revenue Service has posted 2025 tax year Instructions for Form 8889, Health Savings Accounts.
Regulatory and Legislative
IRS Releases Draft Form and Instructions for Establishing Trump Accounts
The Internal Revenue Service has issued a draft Form 4547, Trump Account Election(s), and accompanying draft instructions.