News & Analysis as of September 18, 2024

Reporting Requirements

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How SECURE 2.0 Options Impact Form W-2 and Form 1099-R Reporting

Davis Wright Tremaine LLP on 5/14/2024

IRS reminds employers that implementing certain optional retirement plan provisions of SECURE 2.0 affect Form W‑2 and Form 1099‑R reporting starting in 2023 - The IRS recently issued Fact Sheet 2024‑18 to highlight how...more

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How SECURE 2.0 Options Impact Form W-2 and Form 1099-R Reporting

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