Updated Articles

  1. Simplified Guidance from IRS Notice 2025-15

    Simplified Guidance from IRS Notice 2025-15 Disclaimer:  This guidance is provided for general informational purposes only and may not reflect all requirements applicable to your situation. Please review the official IRS Notice 2025-15...
  2. 2025 Instructions for Forms 1094-B and 1095-B

    2025 Instructions for Forms 1094-B and 1095-B View Official IRS Instructions Table of Contents Future Developments What's New Additional Information   General Instructions for Forms 1094-B and 1095-B ...
  3. 2025 Instructions for Forms 1094-C and 1095-C

    2025 Instructions for Forms 1094-C and 1095-C View Official IRS Instructions Table of Contents Future Developments What's New Additional Information General Instructions for Forms 1094-C and 1095-C ...
  4. 2024 Instructions for Schedule SB

    2024 Instructions for Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents General Instructions ...
  5. 2024 Instructions for Schedule R

    2024 Instructions for Schedule R (Form 5500) Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...
  6. 2024 Instructions for Schedule MEP

    2024 Instructions for Schedule MEP (Form 5500) Multiple-Employer Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must Fi...
  7. 2024 Instructions for Schedule MB

    2024 Instructions for Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents Ge...
  8. 2024 Instructions for Schedule I

    2024 Instructions for Schedule I (Form 5500) Financial Information - Small Plan View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  9. 2024 Instructions for Schedule H

    2024 Instructions for Schedule H (Form 5500) Financial Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Sp...
  10. 2024 Instructions for Form 5500-EZ

    2024 Instructions for Form 5500-EZ Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan View Official IRS Instructions | Business Codes | Characteristics Codes | ...