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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 Staff3/23/2018 • 0 Comments

In MarketBeat, Susan Diehl discusses the new limits for HSA contributions for family coverage that the IRS has issued for 2018. READ MORE

By NTSA Net Staff3/23/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether the new tax reform law affects the 10% penalty on 403(b) distributions made before age 59½. READ MORE

By John Iekel 3/21/2018 • 0 Comments

There is still some time to make a contribution to an IRA and be able to claim it on a 2017 tax return — but not much. READ MORE

By NTSA Net Staff3/19/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether an employee who is retiring at 53 and turns 54 later in the tax year will be penalized for one year or longer for taking an early 403(b) distribution. READ MORE

By NTSA Net Staff3/16/2018 • 0 Comments

The upcoming NTSA Webcast, "The New 403(b) Plan Documents Part II: Don’t Even Think About Removing My Appendix!" will take a close look at the requirements of completing all plan provisions. READ MORE

By John Iekel 3/15/2018 • 0 Comments

The IRS has issued a reminder that the retirement plan participants and holds of IRAs and IRA-based plans who attained age 70½ during 2017 must starting receiving RMDs by April 1. READ MORE

By Nevin Adams 3/14/2018 • 0 Comments

The IRS has responded to the American Retirement Association’s comment letter on the significant changes to the pricing structure for the Voluntary Compliance Program (VCP) — but it’s not very responsive. READ MORE

By John Iekel 3/13/2018 • 0 Comments

Susan Diehl, PenServ Plan Services President, in the recent NTSA webcast “The New 403(b) Plan Document, Part I: Why March 2020 Is Important to 403(b) Employers,” focused on a mechanism by which a plan may be prepared: the pre-approved plan. READ MORE

By John Iekel 3/9/2018 • 0 Comments

The IRS on March 2 issued an updated version of Publication 575, “Pension and Annuity Income.” It is to be used in preparing 2017 income tax returns. READ MORE

By NTSA Net Staff3/9/2018 • 0 Comments

In Tech Talk, Susan Diehl discusses the difference between a 403(b) plan and a 403(b)(7) plan. READ MORE

By John Iekel 3/9/2018 • 0 Comments

The IRS has expanded to 403(b)s the scope of an earlier directive instructing examiners to not challenge a qualified plan for violating RMD standards if a plan has taken certain steps. READ MORE

By NTSA Net Staff3/6/2018 • 0 Comments

In MarketBeat, Susan Diehl points out that the Bipartisan Budget Act of 2018 contains retirement plan changes that were a surprise to many. READ MORE

By NTSA Net Staff3/6/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a local government can change its retirement plan for certain employees. READ MORE

By John Iekel 3/5/2018 • 0 Comments

This week, ERISA Tips discusses basic due diligence for ERISA 403(b) plans and non-ERISA plans. READ MORE

By NTSA Net Staff3/1/2018 • 0 Comments

The IRS has issued revised versions of Form 8915A, Qualified 2016 Disaster Retirement Plan Distributions and Repayments. READ MORE

By John Iekel 3/1/2018 • 0 Comments

Sen. Orrin Hatch (R-UT) on March 1 outlined some of the effects the new tax reform law had on retirement plans and their participants. He made his remarks at an American Enterprise Institute event concerning the law's impact. READ MORE

By NTSA Net Staff2/26/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us what a church that sponsors a 403(b) annuity plan should do if it has a paid minister who also has self-employment income from other sources. READ MORE

By NTSA Net Staff2/23/2018 • 0 Comments

April Fools Day is not far off, but the joke's on a plan that forgets the April 1 deadline for the first RMD to terminated vested participants who attained age 70½ in 2017 and to participants older than age 70½ who retired in 2017. READ MORE

By John Iekel 2/22/2018 • 0 Comments

In a Feb. 21 letter to Acting IRS Commissioner David Kautter, Rep. Richard Neal (D-MA) has requested that the IRS reevaluate the new VCP user fees announced earlier this year. READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

In Tech Talk, Susan Diehl outlines the effects of the federal Tax Cuts and Jobs Act (TCJA) on contribution limits and integration of plans. READ MORE

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