IRS makes approved Form 1023-EZ data available online
The IRS announced today that publicly available information from approved applications for tax-exemption using Form 1023-EZ, Streamlined Application for Recognition of Exemption, is now available electronically for the first time.
Resources for 403(b) retirement plans
Review the following information.
- Remedial amendment period for 403(b) plans ends March 31, 2020 (Rev. Proc. 2017-18)
- Universal availability: Issue Snapshot explains and gives cites, resources and audit tips
- Watch these webinars:
- Understanding the Universal Availability Rules in a 403(b) Retirement Plan
- Clarifying the Universal Availability and Other 403(b) Retirement Plan Requirements
IRS summarizes “Dirty Dozen” list of tax scams for 2017
The IRS recently announced the conclusion of its annual “Dirty Dozen” list of tax scams. The annual list highlights various schemes that taxpayers may encounter throughout the year, many of which peak during tax-filing season. Taxpayers need to guard against ploys to steal their personal information, scam them out of money or talk them into engaging in questionable behavior with their taxes.