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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 Staff8/31/2017 • 0 Comments

Tech Talk addresses whether it is mandatory to withhold federal income taxes from required minimum distributions. READ MORE

By John Iekel8/30/2017 • 0 Comments

Less than 24 hours after the American Retirement Association requested it, the IRS has granted relief to taxpayers affected by Hurricane Harvey. READ MORE

By NTSA Net Staff8/29/2017 • 0 Comments

In MarketBeat, Kimberly Flett addresses some matters relevant to inheriting an IRA. READ MORE

By NTSA Net Staff8/29/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether it is the final word when a plan document says employees can exchange or transfer 457 funds from one approved provider to another. READ MORE

By NTSA Net Staff8/29/2017 • 0 Comments

On Aug. 29, the American Retirement Association requested relief for taxpayers, plan sponsors and service providers adversely affected by Hurricane Harvey. READ MORE

By NTSA Net Staff8/28/2017 • 0 Comments

The IRS Employee Plans Division’s Tax-Exempt and Government Entities office has updated its Publication 4483: 403(B) Tax-Sheltered Annuities for Sponsors. READ MORE

By NTSA Net Staff8/28/2017 • 0 Comments

A court has ruled that a couple who used funds from an early IRA distribution to pay state and federal taxes cannot claim that qualifies as an exception to the penalty for taking an early distribution. READ MORE

By ASPPA Net Staff8/22/2017 • 0 Comments

In MarketBeat, Barbara Webb discusses how required minimum distributions (RMDs) should be handled in certain circumstances. READ MORE

By NTSA Net Staff8/22/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us how Form 5500 reporting should be handled when a client was taken over and they seek data on the voluntary part of the 403(b) plan. READ MORE

By NTSA Net Staff8/13/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us where one can find the new rule for correcting IRA excesses. READ MORE

By John Iekel8/11/2017 • 0 Comments

A recent blog entry argues that employers and plan administrators can face complex situations concerning distributions. READ MORE

By NTSA Net Staff8/7/2017 • 0 Comments

In MarketBeat, Susan Diehl discusses the new rule for correcting IRA excesses, starting with a look at the operational procedure for such corrections. READ MORE

By NTSA Net Staff7/28/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a client who deals with 457(b) and 403(b) annuity and custodial accounts and who began transfer/exchanges from one approved vendor to another can do more until a qualifying event. READ MORE

By NTSA Net Staff7/25/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses the unique plan design feature made possible by Internal Revenue Code Section 403(b)(3). READ MORE

By NTSA Net Staff7/24/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether Internal Revenue Code Section 403(b) allows 403(b) accounts to be used to buy back DB plan service credits. READ MORE

By John Iekel7/24/2017 • 0 Comments

The American Retirement Association has responded to Senate Finance Committee Chairman Orrin Hatch (R-UT) expressing its strong support for tax incentives to encourage retirement savings. READ MORE

By John Iekel7/20/2017 • 0 Comments

President Trump’s executive order intended to cut tax regulatory burdens does not apply to retirement-related regulations and actions by the IRS, the Treasury has indicated. READ MORE

By John Iekel7/18/2017 • 0 Comments

The IRS Office of the Chief Counsel has reiterated an earlier IRS statement that Congress did not intend the one-rollover-per-year limit for IRAs to apply when the custodial institution fails. READ MORE

By NTSA Net Staff7/18/2017 • 0 Comments

In MarketBeat, Barbara Webb discusses some key terms fundamental to required minimum distributions (RMDs). READ MORE

By NTSA Net Staff7/11/2017 • 0 Comments

In Tech Talk, we discuss whether a participant who retires and rolls over funds into a 457 deferred compensation plan account can request funds from the amount rolled over. READ MORE

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