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Needham, MA
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Monthly Archives: September 2017

IRS Relaxes Rules for Using IRA Money for Disaster Victims

The IRS has relaxed rules for borrowing from employer-sponsored plans like 401(k)s and similar plans like 403(b) and 457(b) for victims of the recent hurricanes. You may also qualify to take advantage of a hardship distribution. Participants who live or … Continue reading

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IRS Announces Hurricane Irma Extensions

Hurricane Irma victims in parts of Florida and elsewhere have until January 31, 2018 to file certain individual and business tax returns and make certain tax payments. This includes an additional filing extension for taxpayers with valid extensions that run … Continue reading

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How the IRS lookback rules affect both refunds and audits

Technically these are statute of limitations matters. ¬†When these 3 year statutes of limitations pass, the IRS can generally no longer assess additional tax or allow a claim for refund. To claim a refund or credit you must file your … Continue reading

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