Recommended by IRS

About Publication 501, Dependents, Standard Deduction, and Filing Information

Publication 501 discusses some tax rules that affect every person who may have to file a federal income tax return.

Retirement plans FAQs regarding 403(b) tax-sheltered annuity plans

A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations.
General Information
Individuals, Administrators

403(b) plan fix-it guide - 星空体育手机端 organization isn't eligible to sponsor a 403(b) plan

403(b) Plan Fix-It Guide - 星空体育手机端 organization isn’t eligible to sponsor a 403(b) plan.
General Information
Administrators

Common errors on Form W-2 codes for retirement plans

Review common errors on Form W-2, Wage and Tax Statement, and Form, W-3, Transmittal of Wage and Tax Statements, to ensure employee information is correct.
General Information
Administrators

IRC 457(b) deferred compensation plans

Information on the 457(a) plan, including what organizations can establish the plan, how it works and the advantages of participating in the plan.
General Information
Administrators

IRC 403(b) tax-sheltered annuity plans

General questions, resources, guidance and other useful information on IRC 403(b) Tax-Sheltered Annuity Plans.
General Information
Administrators

Are you a 403(b) plan sponsor that has lost your tax-exempt status?

Are you a 403(b) Plan Sponsor that has lost your Tax-Exempt Status?
General Information
Administrators

IRC 403(b) tax-sheltered annuity plans - Index to T.D. 9340 - 403(b) final regulations

Index to Provisions of T.D. 9340 - 403(b) Final Regulations
General Information
Administrators

Top ten issues for IRC 403(b) and 457 plans

Top ten issues identified during IRS audits of IRC 403(b) and 457 plans.
General Information
Administrators

Are you an ineligible 403(b) plan sponsor?

If your organization was never eligible to sponsor its 403(b) retirement plan, use the IRS Employee Plans Compliance Resolution System’s Voluntary Correction Program (VCP) to resolve this failure.
General Information
Administrators

Audit Closing Agreement Program (Audit CAP) – General description

Overview of retirement plan correction program for errors discovered on audit or during the determination letter application process.
General Information
Administrators