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For you and your family
Standard mileage and other information

Forms and Instructions

Individual Tax Return
Instructions for Form 1040
Request for Taxpayer Identification Number (TIN) and Certification
Request for Transcript of Tax Return

 

Employee's Withholding Allowance Certificate
Employer's Quarterly Federal Tax Return
Employers engaged in a trade or business who pay compensation
Installment Agreement Request

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

EP Issue Snapshots

The IRS Tax Exempt and Government Entities (TE/GE) Knowledge Management team periodically issues research summaries called “Issue Snapshots” on tax-related issues for practitioners. They are posted on IRS.gov’s electronic reading room page under “Training and Reference Materials.” Bookmark and check the page often for helpful new materials.

Retirement Plans
Date Title
05/30/2018 How to Change Interest Crediting Rates in a Cash Balance Plan
05/30/2018 Spousal Consent Period to Use an Accrued Benefit as Security for Loans
05/18/2018 Treatment of 415(c) Dollar Limitations in a Short Limitation Year
05/18/2018 Treatment of 401(a)(17) Limitation in Defined Contribution Plan in a Short Plan Year
05/18/2018 Borrowing Limits for Participants with Multiple Plan Loans
05/18/2018 Qualification Requirements for Non-Electing Church Plans under IRC Section 401(a)
05/18/2018 Vesting Schedules for Matching Contributions
05/18/2018 Plan Forfeitures Used for Qualified Nonelective and Qualified Matching Contributions
08/23/2017 IRC Section 457(b) Eligible Deferred Compensation Plan – Written Plan Requirement
08/22/2017 403(b) Plan – Plan Aggregation in Determining Compliance with IRC Section 415(c)
06/20/2017 Improper Forfeiture by Defined Benefit Plans
05/31/2017 Compensation Definition in Safe Harbor 401(k) Plans
05/18/2017 Partial Termination of Plan
04/31/2017 Treatment of Otherwise Excludable Employees for Coverage and ADP Testing
04/21/2017 Identifying Highly Compensated Employees in an Initial or Short Plan Year
04/07/2017 Definitely Determinable Benefits
04/06/2017 Investments in Collectibles in Individually-Directed Qualified Plan Accounts
03/10/2017 401(k) Automatic Contribution Arrangements - General Annual Participant Notice
02/22/2017 401(k) Plan Catch-up Contribution Eligibility
12/19/2016 403(b) Universal Availability Requirement
09/26/2016 Consequences to a Participant Who Makes Excess Deferrals to a 401(k) Plan
09/22/2016 Change to Plan Vesting Schedules
09/22/2016 Hardship Distributions from 401(k) Plans
08/01/2016 Notice Requirement for a Safe Harbor 401(k) or 401(m) Plan
08/01/2016 Mid Year Changes to Safe Harbor Plans or Safe Harbor Notices
04/15/2016 Church Plans, Automatic Contribution Arrangements, and the Consolidated Appropriations Act, 2016
04/15/2016 Expansion of Rollover Options Includes Savings Incentive Match Plan for Employees (SIMPLE) IRA Plans
04/15/2016 Written Plan Document Requirement for 403(b) Plans