Elder Client Planner
Spidell Publishing Inc.
News and Notes
TitleDate
Deadline approaching for 2012 qualified charitable distributions from IRAs January 24, 2013
Medicare releases Part B premium amounts for 2013 November 19, 2012
2013 HSA contribution limits released May 1, 2012
Do not send CE certificates to the IRS April 3, 2012
Unmarried co-owners don't get double interest deduction March 13, 2012
IRS announces penalty relief and expanded installment agreements March 7, 2012
2012 auto depreciation limits March 5, 2012
Deadline to elect zero estate tax for 2010 is January 17 January 5, 2012
RTRP test details November 28, 2011
E-file extension for disaster victims October 12, 2011
New extensions for 2010 estate filings September 13, 2011
IRS releases 2010 Form 706 September 6, 2011
OVDI deadline extended to September 9 August 30, 2011
Report on ethics from the IRS tax forums August 25, 2011
You may need to extend 2010 estate returns August 17, 2011
IRS Form 8939 due November 15 — no form yet August 5, 2011
IRS issues extensive FAQs on broker reporting of basis May 31, 2011
Testing and fingerprinting programs for IRS return preparers April 26, 2011
President signs 1099 repeal April 15, 2011
Federal government shutdown April 8, 2011
8939 not to be filed with final 1040 April 5, 2011
IRS clarifies Medicare premiums for self-employed health insurance deduction April 4, 2011
Estate tax update – still waiting for Form 8939 March 22, 2011
IRS releases vehicle depreciation rates March 3, 2011
IRS says Medicare Part B premiums deductible as self-employed health insurance February 7, 2011
Itemizers can’t file until mid- to late February December 28, 2010
2010 Tax Relief Act analysis posted December 22, 2010
IRS provides client e-file opt-out statement December 6, 2010
2011 Medicare premium surcharge to include Part D premiums December 1, 2010
Rollover to charity extension? November 30, 2010
MetLife to exit LTC insurance November 18, 2010
IRS scraps draft Form 8939 November 9, 2010
IRS pulls back on PTIN and testing requirements October 27, 2010
IRS delays EA renewal period October 18, 2010
IRS rules that RDPs must split community income September 29, 2010
PTIN system now available September 28, 2010
New Jobs Act brings tax benefits September 23, 2010
DOL issues interim rules on 401(k) disclosure September 9, 2010
Study finds employers most worried about “Cadillac tax” August 11, 2010
IRS relief for small nonprofits July 26, 2010
President signs bill to delay Medicare physician payment cuts June 26, 2010
IRS announces 2011 HSA figures June 15, 2010
IRS chief counsel says RDPs must split community income on federal returns June 1, 2010
 
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