obÌåÓý

Mid-year Changes to Safe Harbor 401(k) Plans and Notices

Review Internal Revenue Code section 965 tax filing and payment obligations.

Reporting Agents have long served an important role in our nation¡¯s tax collection system as a conduit between employers and the IRS. Reporting Agents improve the efficiency of IRS tax collection and compliance.

If you bought or leased a new, qualified plug-in electric vehicle (EV) in 2022 or before, you may be eligible for a clean vehicle tax credit up to $7,500 under IRC 30D.

We have no record that you filed your prior year personal tax return.

A qualified intermediary (QI) is any foreign intermediary (or foreign branch of a U.S. intermediary) that has entered into a qualified intermediary withholding agreement with the IRS.

If you install qualified vehicle refueling and recharging property in your home, you may qualify for the alternative fuel refueling property tax credit.

Keep your IRS electronic filing identification number (EFIN) up-to-date and protect it from theft.

Find information on the additional Medicare tax. This tax applies to wages, railroad retirement compensation and self-employment income over certain thresholds.

This issue snapshot explains how to determine the treatment and ordering of such qualifying distributions under Section 4942(h).