Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2021-62, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
Build Back Better Bill Passes House, Moves to Senate
The House of Representatives passed the Build Back Better bill. The House-passed version of the bill contains several IRA provisions.
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.
Infrastructure Bill Signed into Law
The Infrastructure Act includes additional pension funding relief, disaster relief changes, and new digital asset reporting requirements.
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.
President Signs Infrastructure Bill Into Law
The President has signed into law the Infrastructure Investment and Jobs Act.
IRS Posts 2022 Form 5498-SA for HSA, MSA Reporting
The IRS has posted at its website the 2022 tax year version of Form 5498-SA.
2022 Amounts Released for Health and Welfare Benefits
The IRS has issued Revenue Procedure (Rev. Proc.) 2021-45, which contains cost-of-living adjustments for taxable years beginning in 2022 for over 60 tax provisions.
Infrastructure Bill Heads to President for Signature
The much-anticipated Infrastructure Investment and Jobs Act (the Act) has passed the House of Representatives months after its approval in the Senate.
Committee Leaders Introduce Retirement Legislation in House
Leadership from the House Committee on Education and Labor and its Subcommittee on Health, Employment, Labor and Pensions have introduced the RISE Act to expand worker access to a secure retirement.
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