IRS Releases 2026-2027 Priority Guidance Plan
The Department of Treasury and Internal Revenue Service (IRS) have released a list guidance projects outlining priorities for the period October 1, 2026, through September 30, 2027.
Resources
IRS Obsoletes Several Guidance Items
The Internal Revenue Service (IRS) has released Notice 2026-58, eliminating extraneous and unnecessary items by identifying and obsoleting 71 Revenue Rulings, Revenue Procedures, Notices and Announcements that were previously published.
Treasury Announces Trump Account Automatic Enrollment Completion
The Department of Treasury has announced the completion of automatic enrollment for Trump accounts, indicating that every eligible child under the age of 18 with a valid Social Security number (SSN) now has a Trump account.
IRS Posts Updated Draft Instructions for Benefit Plan Determinations
The Internal Revenue Service (IRS) has issued draft instructions for Form 5300, Application for Determination for Employee Benefit Plans.
Treasury Issues Trump Account Temporary Regulations
Treasury and IRS temporary regulations provide guidance on Trump account establishment, automatic enrollment, and contribution rules, including qualified stock contributions, with implementation beginning in 2026.
OMB Completes Review of Latest Round of Trump Account Guidance
OMB has completed review of two Treasury and IRS regulatory actions related to Trump Accounts.
IRS Releases Draft 2027 Form 1099-R
The IRS has posted a draft 2027 Form 1099-R.
OMB Reviews Trump Account Rules
OMB is reviewing proposed and interim final Treasury and IRS regulations for Trump accounts.
Draft 2026 Form 8915-F Issued for Disaster Retirement Plan Reporting
The IRS has released a draft update to Form 8915-F, the tax form used to report qualified disaster retirement plan distributions and repayments.