IRS Posts Draft of 2026 Instructions for Forms 1099-R and 5498

(June 18, 2026) The IRS has released draft form of the 2026 Instructions for Forms 1099-R…

DOL Releases Trump Account Guidance: Not Generally Considered Employee Pension Benefit Plans

(June 17, 2026) On June 17, 2026, the Department of Labor (DOL) published Technical Release 2026-02…

2027 HSA COLAs Issued

(May 29, 2026) The IRS issued Revenue Procedure 2026-24 to announce the 2027 cost-of-living adjustments (COLAs)…

The IRS Releases Guidance on Qualified Long-Term Care Distributions from Retirement Plans

(May 26, 2026) On May 20, 2026, the IRS issued Notice 2026-33 to provide guidance for…

IRS Offers Alternative for Certain Broker-Dealers to Obtain Nonbank Trust Power

(May 22, 2026) Banks, credit unions, and certain other financial organizations are automatically authorized to…