IRS Updates
Stay on top of the most recent information from the IRS that can impact your clients.
IRS Weighs In on Uncashed 401(k) Checks
By Melanie WaddellRevenue ruling 2025-15 "is relevant mainly in situations involving missing participants or lost benefits," says Mark Iwry.
June 11, 2025
Group Fears IRS Could Change the Time When Annuities Are TaxedThe Committee of Annuity Insurers has a bad feeling about an item on the agency's to-do list.
May 27, 2025
Taxes Due June 16 for Taxpayers Living AbroadThe deadline applies to both U.S. citizens and resident aliens, including those with dual citizenship.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 16, 2025
The Hottest Tax Legislation Debate Isn’t In WashingtonJoin Professors Byrnes and Bloink on June 11 for a fierce, but friendly, debate about tax policy.
March 24, 2025
Tax Revenue on Track to Fall $500B in 2025: ReportAnonymous IRS officials told the Washington Post that they expect a 10% decline in tax receipts.
March 05, 2025
IRS Plans to Cut Thousands of Workers by MailThey came to work prepared for an email announcement. Due to a glitch, many never received it.
January 22, 2025
IRS' New Roth Catch-Up Contribution Guidance: The DetailsHere's what 401(k) advisors and employers should know about the long-awaited proposed regs.