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IRS Issues

This station houses posts and commentary on regulatory requirements and developments at the IRS affecting NTSA members, including the regulatory development process, changes in existing requirements, best practices in ensuring that clients remain in compliance with the tax code and IRS rules, and inside-the-IRS news.


 

 

 

IRS Issues

IRS Issues

By NTSA Net Staff10/2/2015 • 0 Comments

On Oct. 1, the American Retirement Association (ARA) submitted a comment letter in response to IRS Announcement 2015-19 in which the IRS requested comments regarding changes to the Employee Plans Determination Letter (DL) Program. READ MORE

By NTSA Net Staff9/30/2015 • 0 Comments

The latest issue of Employee Plans News, which the IRS issued on Sept. 30, provides comprehensive access to information concerning forms, correcting mistakes, plans and more that have been updated since the last issue of the newsletter. READ MORE

By NTSA Net Staff9/28/2015 • 0 Comments

The IRS on Sept. 23 released an updated set of instructions for Form 8950, Application for Voluntary Correction Program (VCP) Under the Employee Plans Compliance Resolution System (EPRCS). READ MORE

By NTSA Net Staff9/21/2015 • 0 Comments

IRA investments were more heavily allocated to stock equities in 2013, says “IRA Asset Allocations 2013, and Longitudinal Results, 2010-2013,” a study recently released by the Employee Benefits Research Institute (EBRI). READ MORE

By NTSA Net Staff9/15/2015 • 0 Comments

The IRS issued procedures Sept. 14 for a waiver from the requirement that Forms 8955 and 5500-EZ be filed electronically. READ MORE

By NTSA Net Staff9/11/2015 • 0 Comments

In MarketBeat, Linda Segal Blinn offers a closer look at what the IRS’ Employee Plans Compliance Unit (EPCU) is, what it does and and how it works. READ MORE

By NTSA Net Staff9/9/2015 • 0 Comments

Recently the Internal Revenue Service’s Employee Plans Compliance unit announced plans to collaborate with the Department of Labor’s Office of the Chief Accountant to contact Form 5500 non-filers identified using payroll and plan data in their records. READ MORE

By NTSA Net Staff9/1/2015 • 0 Comments

In MarketBeat, Michael Webb outlines differences under current law between and employees and independent contractors, and explains the impact of that determination on 403(b) and other types of retirement plans. READ MORE

By NTSA Net Staff8/27/2015 • 0 Comments

In Tech Talk, Ellie Lowder discusses the rules regarding the timing of the special catch up provision for 457 plans and how they apply to a specific scenario. READ MORE

By NTSA Net Staff8/27/2015 • 0 Comments

The IRS on Aug. 25 released a draft version of the Form 5500-EZ to be used in benefit plan reporting concerning 2015. READ MORE

By NTSA Net Staff8/25/2015 • 0 Comments

In MarketBeat, Diane Capone discusses insights offered at the recent 2015 NTSA 403(b) Summit on how to determine if your plan is at risk of an IRS audit and what to do after one. READ MORE

By NTSA Net Staff8/21/2015 • 0 Comments

In Tech Talk, Ellie Lowder tell us what a client with an orphan 403(b) account can do when the company holding it refuses her request to roll it over into an IRA. READ MORE

By NTSA Net Staff8/17/2015 • 0 Comments

The IRS is seeking applicants to serve on the advisory committee that provides advice and public input on the IRS Tax Exempt and Government Entities (TE/GE) Division’s tax administration activities.
READ MORE

By NTSA Net Staff8/14/2015 • 0 Comments

The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. READ MORE

By NTSA Net Staff8/10/2015 • 0 Comments

The IRS provides handy reminders regarding the rules governing required minimum distributions (RMDs) and how they are calculated for IRAs and 403(b)s.
READ MORE

By NTSA Net Staff8/10/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a school district can make employees choose between receiving employer contributions to their 403(b)s or a health insurance benefit. READ MORE

By NTSA Net Staff7/31/2015 • 0 Comments

In MarketBeat, Ellie Lowder discusses a substantial change major trade legislation that was signed into law on June 29, 2015 makes to the distribution rules applicable to the school resources officers public school districts hire.
READ MORE

By NTSA Net Staff7/27/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether it is necessary to recalculate the remaining term of a plan loan if the original loan was calculated with principal and interest amortized over a 5-year payback period. READ MORE

By NTSA Net Staff7/17/2015 • 0 Comments

In MarketBeat, Ellie Lowder provides some clarity on how the 15+ years of service increased limit outlined in Internal Revenue Code Section 402(g)(7) works. READ MORE

By NTSA Net Staff7/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder discusses the timing the federal government requires for employee elective deferrals to 403(b) plans. READ MORE

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