State and Local Tax (SALT)

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Update to IRS Form 8955-SSA

Update to IRS Form 8955-SSA

If you file a Form 5500 for a retirement plan, you should be aware of changes to the old SSA schedule to report participants who have separated from service covered by the plan, and who retain a deferred vested benefit in a retirement plan. Since the 2009 tax year, IRS Form 5500 was required to […]