forms and publications

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 Updates Determination Letter and VCP Submission Information

The IRS has issued Revenue Procedure (Rev. Proc.) 2022-4, which updates guidance on determination letter and Voluntary Correction Program (VCP) submission procedures.

FuturePlan ERISA Team

Forms and Publications

Retirement

Employer

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 Posts Updated Form 8950 for VCP Applications

The IRS has posted a 2022-dated version of Instructions for Form 8950, Application for Voluntary Correction Program (VCP) under the Employee Plans Compliance Resolution System (EPCRS).

FuturePlan ERISA Team

Forms and Publications

Retirement

Employer

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 2021 Instructions for Form 5330

The IRS has issued the 2021 version of detailed Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans.

FuturePlan ERISA Team

Health and Welfare

Forms and Publications

Retirement

Employer

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

IRS Posts 2021 Form 8889 for HSA Reporting

The IRS has posted the 2021 tax year Form 8889, Health Savings Accounts (HSAs).

FuturePlan ERISA Team

Forms and Publications

Health and Welfare

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

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