IRS
Industry & Regulatory News
IRS Posts 2025 Form 990-T Instructions
The Internal Revenue Service has posted the 2025 tax year Instructions for Form 990-T, Exempt Organization Business Income Tax Return (and Proxy Tax Under Section 6033(e)).
Industry & Regulatory News
IRS Announces Deadline Relief for Montana Storm Victims
The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of severe storms and flooding in several areas of Montana until May 1, 2026.
Industry & Regulatory News
Retirement Plan Disaster Assistance May Be Available for Several States
The Federal Emergency Management Agency (FEMA) issued Major Disaster Declarations on January 23 and January 24 for the following states relative to winter storms.
Industry & Regulatory News
IRS Extends Deadline for IRA SECURE 2.0 Amendments
The Internal Revenue Service (IRS) has issued Notice 2026-09 (the Notice), extending the deadline to complete amendments under the SECURE 2.0 Act for individual retirement arrangements (IRAs).
Industry & Regulatory News
IRS Posts 2025 Publication 590-B
The Internal Revenue Service has released the 2025 tax year Publications 590-B, Distributions from Individual Retirement Arrangements (IRAs). Publication 590-B explains the rules for receiving distributions from IRAs – including inherited IRAs – and penalties and taxes that apply when rules aren’t followed.
Industry & Regulatory News
IRS Posts 2025 Draft Form 990-T Instructions
The Internal Revenue Service (IRS) has posted 2025 draft tax year Instructions for Form 990-T, Exempt Organization Business Income Tax Return (and Proxy Tax Under Section 6033(e)).
Industry & Regulatory News
IRS Announces Applicable Federal Rates for February
The Internal Revenue Service has issued Revenue Ruling 2026-03 which contains the applicable federal rates (AFR) for February 2026.
Industry & Regulatory News
IRS Updates Draft 2025 Publication 590-A
The Internal Revenue Service has released an updated draft 2025 tax year Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs).
Industry & Regulatory News
IRS Provides Safe Harbor Guidance on Distribution Notices
The Internal Revenue Services (IRS) has issued Notice 2026-13, which provides two safe harbor explanations that plan administrators may use to satisfy the requirement under IRC Section 402(f) to provide certain information to participants requesting plan distributions.
Industry & Regulatory News
IRS Posts Form 8881, Used by Employers to Claim Certain Small Plan Credits
The Internal Revenue Service has released an updated Form 8881, Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation.