Announcements

Public pronouncements that have only immediate or short-term value specific to retirement plans.
General Information
Administrators

Beware of scammers posing as the IRS

Tax Tip 2024-63, July 29, 2024 — Identity thieves may try to contact taxpayers through fraudulent calls, emails, texts and social media messages pretending to be the IRS. Here’s how taxpayers know when it’s the IRS that contacts them.
General Information
Individuals

Life cycle of a social welfare organization: Significant events

The final stage in the life cycle of a social welfare organization described in Code section 501(c)(4).
General Information
Charities and Nonprofits

Employee Plans Customer Account Services

Contact us for answers to technical and procedural retirement plan questions.
General Information
Administrators

Dishonored check or other form of payment penalty

Calculate, pay or remove the Dishonored Check Penalty when your bank doesn’t honor your check or other form of payment.
General Information

Preapproved Retirement Plans

Resources for pre-approved plan document providers and adopting employers.
General Information
Administrators

Avoiding identity theft scammers posing as the IRS

Tax Tip 2023-112, Sept. 19, 2023 — Imitation may be the sincerest form of flattery, but when scammers pose as the IRS it means trouble for taxpayers. Identity thieves may contact taxpayers through fraudulent calls, emails, texts or social media messages pretending to be the IRS. Here are tips to help taxpayers know when the IRS is contacting them.
General Information
Individuals

Exempt organizations audit process

Learn about the IRS audit process for charities and nonprofit organizations.
General Information
Charities and Nonprofits

Reference materials

Reference Materials for tax-advantaged bonds, including tax-exempt, tax credit and direct pay bonds.
General Information

Types of pre-approved retirement plans

Types of pre-approved retirement plans and plan sponsors
General Information
Administrators