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IRS Announces Deadline Relief for Taxpayers Impacted by Mississippi Storms

The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Mississippi affected by Tropical Storm Arthur that began on June 18, 2026.
Defined benefit plan Defined contribution plan HSA IRA IRS

IRS Announces Deadline Relief for Taxpayers Impacted by West Virginia Storms

The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Lewis and Upshur counties in West Virginia that were affected by severe storms, straight-line winds, tornadoes, flooding, landslides and mudslides that began on July 21, 2026.
Defined benefit plan Defined contribution plan HSA IRA IRS IRS Guidance

IRS Releases Draft Form 5329

The Internal Revenue Service (IRS) has posted 2026 draft Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. In addition to qualified retirement plans and individual retirement arrangements (IRAs), this form is used to report excise taxes applicable to 529 plans, Coverdell education savings accounts (ESAs), health savings accounts (HSAs), Archer medical savings accounts (MSAs), and Achieving a Better Life Experience (ABLE) accounts.
Defined contribution plan HSA IRA IRS

Proposal Would Expand HSA Eligibility, Usage

Senator Doc Marshall (R-KS) has introduced S. 4353, the Health Savings Account Expansion Act.
Industry & Regulatory News HSA Legislative update News Articles

IRS Announces Deadline Relief for Louisiana Storm Victims

The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for severe winter storms in the state of Louisiana until March 31, 2026. The tax relief postpones various tax filing deadlines that began on January 22, 2026.
Industry & Regulatory News Defined benefit plan Defined contribution plan HSA IRA IRS News Articles

IRS Releases 2025 Draft Publication 969

The Internal Revenue Service has posted 2025 tax year draft Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans. This publication is intended to provide information useful in the preparation of 2025 federal individual income tax returns, for those who have such tax-favored accounts as health savings accounts, Archer medical savings accounts, and health reimbursement arrangements.
Industry & Regulatory News HSA IRS News Articles

IRS Announces Deadline Relief for Montana Storm Victims

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for victims of severe storms and flooding in several areas of Montana until May 1, 2026. The tax relief postpones various tax filing deadlines that began on December 10, 2025. Affected individuals and households who reside or have a business in the Blackfeet Indian Reservation, Lincoln, and Sanders counties, as well as taxpayers with records located in the covered area that are needed to meet covered deadlines, qualify for relief.
Industry & Regulatory News Defined benefit plan Defined contribution plan 529 account ABLE Account IRA HSA IRS News Articles

USPS Rule Clarifies Postmark

The United States Postal Service (USPS) issued a final rule effective December 24, 2025, that highlights that a postmark does not necessarily indicate the first day that the USPS had possession of the item, but rather it is often indicative of receipt at a first processing facility—which may be later than the date first accepted by USPS. The rule comes as the USPS embarks on a network modernization initiative featuring updated regionalized processing and distribution centers.
Industry & Regulatory News Defined benefit plan Defined contribution plan HSA IRA News Articles

IRS Releases Instructions for HSAs and MSAs

The Internal Revenue Service has posted Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, and HSA, Archer MSA, or Medicare Advantage MSA Information.
Industry & Regulatory News HSA IRS News Articles