obÌåÓý

The Trust and Estate Form 1041 Income Tax (TEIT) Return Burden Survey is an important project that can benefit you and other Form 1041 filers. We hear from taxpayers that the Form 1041 reporting requirements are time consuming and expensive. We are conducting a survey of randomly selected trusts and estates to learn more about those costs.

401(k) Plan Fix-It Guide - You haven't filed a Form 5500 & have you haven't distributed a Summary Annual Report to all plan participants this year.

The Individual Taxpayer Burden Survey is an important project that can benefit you and millions of other taxpayers. We hear from taxpayers that preparing and filing tax returns are time consuming and expensive. We are conducting a survey of randomly selected taxpayers to learn more about those costs.

Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.

Frequently asked questions about the new requirements for federal tax return preparers.

Review common errors on Form W-2, Wage and Tax Statement, and Form, W-3, Transmittal of Wage and Tax Statements, to ensure employee information is correct.

FAQs about the New Tax Rules for Executors

Rollovers as Business Start-Ups Compliance Project

Memorandum and clarification discussing schemes that effectively limit the amounts payable under a retirement plan to a small number of highly compensated employees (HCEs) by limiting participation under the plan to HCEs and to rank and file employees with short periods of service.

Insights into available guidance and requirements for making changes.