IRS Updates list of Designated Private Delivery Service
The IRS has updated its list of Designated Private Delivery Service. These can be used for mailing IRA contributions and sending payments to the IRS.
Tools that the financial, tax and legal advisor may use to simplify the rules and regulations that apply to tax-deferred retirement savings accounts- IRAs, Roth IRAs, employer 401(k) plans.
The IRS has updated its list of Designated Private Delivery Service. These can be used for mailing IRA contributions and sending payments to the IRS.
The IRS has updated the list of areas eligible for disaster relief. Please click here for the list If you live in one of these
The IRS has issued Publication 554 – Tax Guide for Seniors. For use in preparing 2015 Returns. This includes information about distributions from and contributions
The IRS has issued fact sheet- FS-2016-8, in which they provide a summary Avenue tax law changes for 2015. This includes changes for retirement savings
Case: Schuett v. Fedex Corporation, Case No. 15-cv-0189-PJH See case here
The IRS issued Announcement 2014-32, in which they provide additional guidance on the one-per-year limitation on IRA-to-IRA rollovers. This announcement is a follow-up to Announcement
by Denise Appleby MJ, CISP, CRC, CRPS, CRSP, APA Important: The Tax Cuts and Jobs Act of 2017 repealed the option to recharacterize Roth conversions,
by Denise Appleby The IRS issued private letter ruling (PLR) 201437023, allowing an IRA custodian to treat IRA contributions as received ‘timely’, if instructions are submitted
In the update Hot off the Presses: IRA Rollover Rule Changes Coming, we highlighted a recent Tax Court interpretation of the one-per-year rule for IRA-to-IRA
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