IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
Lawmaker blasts PPACA tax forms
By Allison BellSam Graves calls IRS Form 8965 "lengthy, complex and confusing to tax preparers."
September 30, 2014
IRS blesses split 401(k) rolloversThe IRS has recently cleared the pathway for high-income clients looking to maximize the value of their employer-sponsored retirement plan assets.
September 29, 2014
IRS Blesses 401(k) Rollovers With Pre-, After-Tax ContributionsNew IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
September 25, 2014
A word of caution as open enrollment approachesPeople who plan to shop HealthCare.gov should understand the rules or risk facing serious consequences down the road.
September 24, 2014
IRS Warns of FATCA Phishing ScamsScam artists posing as the IRS have fraudulently solicited account holder identity and financial account information.
September 23, 2014
Helping Clients Avoid the IRS on Tax-Free Inherited IRA RolloversIRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
September 22, 2014
Treasury, IRS Issue New Guidance to Curb Corporate Tax InversionsThe Treasury Department and IRS issued guidance late Monday to reduce the tax benefits of corporate inversions.
September 22, 2014
How to avoid the IRS by planning ahead for tax-free inherited IRA rolloversClients who perform simple advance planning with an advisor can prevent a costly and uncertain lawsuit.