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September 6, 2007 – In private letter ruling (PLR) 200735029, the IRS denied a request by the estate of a deceased plan participant for a waiver of the 60-day rollover limitation, an...
September 6, 2007 – In July, H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007, was introduced by Rep. George Miller (D-Calif.). Rep. Richard Neal (D-Mas...
September 7, 2007 – On August 30, 2007, the IRS issued news releases granting tax act deadline extensions to residents of several Minnesota and Ohio counties following severe storms ...
September 7, 2007 – The IRS recently issued Revenue Procedure 2007-56, which replaces previous guidance describing time-sensitive tax-related acts that can be postponed in speci...
September 11, 2007 –Speaking at a conference sponsored by the American Law Institute–American Bar Association (ALI-ABA), IRS representatives described guidance projects currentl...
September 13, 2007 – In this week’s Federal Register is guidance issued by the Department of Labor's Employee Benefits Security Administration (EBSA) concerning annuities purchased w...
September 13, 2007 – The IRS has published a notice in the Federal Register that it has cancelled a public hearing on proposed regulations (REG-143797-06) governing employer comparable contribut...
September 13, 2007 – The IRS has updated news release NY-2007-30 to add Kings County, New York, to certain storm-related tax relief. This release was first issued September 5, ...
September 18, 2007 – The IRS has updated news release OK-2007-07 to include additional counties in tax-related relief granted following storms and flooding that struck the state of O...
September 18, 2007 – The Department of Labor has issued proposed regulations affecting certain multiemployer (union) retirement plans. These regulations, issued in response to ...
September 18, 2007 – The IRS has released the applicable federal interest rates for October 2007 as posted in Revenue Ruling 2007-63. These rates are used for such purposes as calcul...
September 19, 2007 – The IRS has issued Announcement (Ann.) 2007-90, identifying December 18, 2007, as the beginning of a temporary closure of its (GUST) determination letter program...
September 19, 2007 – The Mutual Fund Fee Reform Act, H.R. 3225, has been introduced in the U.S. House of Representatives. H.R. 3225 is the second bill introduced in the House th...
September 20, 2007 – The IRS has issued a September 2007 version of detailed instructions for Form 8886-T, Reportable Transaction Disclosure Statement. The form is used to report par...
September 20, 2007 – The Mutual Fund Fee Reform Act (H.R. 3225) introduced in the House yesterday is intended to influence the disclosure of fees associated the mutual fund inve...
September 25, 2007 – The IRS has posted a September, 2007-dated version of Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter. The IRS last week released t...
September 25, 2007 – The IRS has updated news release MN-2007-02, providing tax-related deadline relief to residents of Grand Forks County, ND. This relief applies to tax retur...
September 27, 2007 – The U.S. Securities and Exchange Commission (SEC) has adopted final rules to implement the broker exceptions for banks under Section 3(a)(4) of the Securities Ex...
September 27, 2007 – The IRS has issued final regulations governing practice before the IRS by persons who represent tax clients. These rules include requirements for "enrolled retir...
September 27, 2007 – The IRS has issued the 2007 version of its detailed instructions for Form 8606, Nondeductible IRAs. Form 8606 is used by taxpayers to acc...
September 28, 2007 – The IRS has published a number of minor corrections to the recently-released IRC Sec. 403(b) plan regulations. The corrections are generally of a grammatical nat...
September 28, 2007 – The IRS has issued the 2007 version of Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. This form is used to accou...
September 28, 2007 – The IRS has issued an updated Form W-9, Request for Taxpayer Identification Number and Certification, and its detailed instructions. Form W-9 is used by some fin...
October 2, 2007 – The IRS has posted the 2007 version of its detailed instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts....
October 2, 2007 – Rep. George Miller (D-Calif.), Chairman of the House Education and Labor Committee, has announced that he will hold a public hearing this Thursday, October 4, ...
October 3, 2007 – The IRS has issued news release IL-2007-27, providing tax-related relief to certain Illinois residents in counties declared presidential disaster areas follow...
October 4, 2007 – The IRS has posted the 2007 tax year Form 8606, Nondeductible IRAs. (The 2007 Instructions for Form 8606 were announced in Latest News September...