planadviser.com

Form 5500 Filings Can Reveal Prohibited Transactions

Retirement plan advisers should be on the lookout for prohibited transactions that may or should be revealed on the Form 5500 filing. They are relatively easy to avoid, but could trigger an ...
Investopedia

Form 1099-R: What It's Used for and Who Should File It

What Is Form 1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans? Form 1099-R: Distributions From Pensions, Annuities, Retirement, or Profit-Sharing Plans is an Internal ...
Forbes

IRS Releases Draft Of New Crypto Tax Form Used To Report Transactions

The IRS has released a draft of Form 1099-DA, Digital Asset Proceeds From Broker Transaction. The form is the next step in the agency’s efforts to bolster crypto tax reporting and follows proposed ...
JD Supra

NY DOH Publishes Electronic Material Health Care Transaction Reporting Form, Increasing Disclosure Requirements to Include Potentially Sensitive Business Information

On May 15, 2025, the New York State Department of Health (“DOH”) announced the launch of the electronic Material Transaction Reporting Form for health care transactions (“Electronic Form”). To assist ...
JD Supra

New York Department of Health Publishes Material Transactions Reporting Form

In our February 14, 2025 blog post, we detailed a proposed expansion of Article 45-A of New York’s Public Health Law (hereinafter, the Disclosure of Material Transactions Law) included in the proposed ...