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.
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IRS Extends Tax Deadlines for Hawaii and Oglala Sioux Tribe Disaster Victims
The Internal Revenue Service (IRS) has postponed certain tax-related deadlines for taxpayers affected by disasters in Hawaii and for the Oglala Sioux Tribe.
IRS Posts Draft Instructions for Form 5329
The Internal Revenue Service (IRS) has posted an updated draft 2026 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.
IRS Announces Deadline Relief for Taxpayers Impacted by Mississippi Storms
The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Mississippi affected by Tropical Storm Arthur that began on June 18, 2026.
IRS Announces Deadline Relief for Taxpayers Impacted by West Virginia Storms
The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Lewis and Upshur counties in West Virginia that were affected by severe storms, straight-line winds, tornadoes, flooding, landslides and mudslides that began on July 21, 2026.
IRS Releases Draft Form 5329
The Internal Revenue Service (IRS) has posted 2026 draft Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. In addition to qualified retirement plans and individual retirement arrangements (IRAs), this form is used to report excise taxes applicable to 529 plans, Coverdell education savings accounts (ESAs), health savings accounts (HSAs), Archer medical savings accounts (MSAs), and Achieving a Better Life Experience (ABLE) accounts.
Proposal Would Expand HSA Eligibility, Usage
Senator Doc Marshall (R-KS) has introduced S. 4353, the Health Savings Account Expansion Act.
IRS Announces Deadline Relief for Louisiana Storm Victims
The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for severe winter storms in the state of Louisiana until March 31, 2026. The tax relief postpones various tax filing deadlines that began on January 22, 2026.
IRS Releases 2025 Draft Publication 969
The Internal Revenue Service has posted 2025 tax year draft Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans. This publication is intended to provide information useful in the preparation of 2025 federal individual income tax returns, for those who have such tax-favored accounts as health savings accounts, Archer medical savings accounts, and health reimbursement arrangements.