News & Analysis as of

Revenue Rulings

Cadwalader, Wickersham & Taft LLP

Treasury Course Corrects, Pulling Two Heavily Criticized Reg Packages

Throughout 2025 and into early 2026, Treasury took a markedly narrower approach to corporate and partnership tax regulation following the issuance of Executive Orders 14192 and 14219, which directed federal agencies to...more

McDermott Will & Schulte

IRS roundup: February 17 – February 27, 2026

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for February 17, 2026 – February 27, 2026....more

McDermott Will & Schulte

IRS roundup: February 9 – February 17, 2026

The IRS issued Revenue Procedure 2026-13, providing discount factors for insurance companies to compute Section 846 discounted unpaid losses and recoverable Section 832 discounted estimated salvage for the 2025 accident year....more

McDermott Will & Schulte

IRS roundup: January 13 – January 20, 2026

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for January 13, 2026 – January 20, 2026....more

Baker Donelson

Tennessee Department of Revenue Rules Bitcoin Teller Machines Exempt from Tennessee Business Tax

Baker Donelson on

In late December 2025, the Tennessee Department of Revenue (the Department) posted Revenue Ruling #25-10, which concluded that the Tennessee business tax does not apply to Bitcoin teller machines, citing Business Tax...more

McDermott Will & Schulte

IRS roundup: December 12, 2025 – January 12, 2026

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for December 12, 2025 – January 12, 2026....more

Bowditch & Dewey

Employers Take Note: Massachusetts Paid Family and Medical Leave (PFML) Tax Guidance from the Department of Family and Medical...

Bowditch & Dewey on

The Massachusetts Department of Family and Medical Leave (DFML) recently issued a memo concerning how the implementation of an IRS Revenue Ruling (Ruling) on the taxation and tax reporting of benefits received under state...more

McDermott Will & Schulte

IRS roundup: November 7 – November 24, 2025

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for November 7, 2025 – November 24, 2025. The IRS released Internal Revenue Bulletin No. 2025-46, which includes proposed...more

McDermott Will & Schulte

IRS roundup: October 7 – October 23, 2025

McDermott Will & Schulte on

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for October 7, 2025 – October 23, 2025. October 7, 2025: The IRS issued Notice 2025-55, providing guidance on relief from...more

Lathrop GPM

Federal Judge Finds Limits on 501(c)(4)s’ Political Activity Unconstitutionally Vague

Lathrop GPM on

This week, a federal district court issued an important ruling in a case that could significantly alter limits on the political campaign activities of 501(c)(4) organizations and how those activities are defined....more

Ice Miller

Withholding and Reporting Obligations for Re-Issued Distribution Checks

Ice Miller on

Retirement plan administrators regularly face the problem of uncashed distribution checks, which can arise, for example, when required minimum distributions (RMDs) begin, when small accounts are cashed out, or when...more

Vinson & Elkins LLP

Planning for IRS Audits in an Era of Uncertainty

Vinson & Elkins LLP on

In its ongoing crusade against so-called “basis-shifting” transactions, the Internal Revenue Service has created widespread uncertainty regarding the tax treatment of routine transactions. For example, last year, the IRS...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Uncashed Checks Still Count: The IRS Speaks (Again)

The IRS just dropped Revenue Ruling 2025-15, and while it’s not revolutionary, it’s a reminder that when it comes to uncashed distribution checks, constructive receipt still rules the day....more

McDermott Will & Schulte

IRS roundup: July 12 – July 29, 2025

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for July 12, 2025 – July 29, 2025. July 15, 2025: The IRS issued Revenue Ruling 2025-14, providing prescribed rates for...more

Morgan Lewis - ML Benefits

IRS Guidance on Uncashed and Reissued Checks: An Opportunity to Review Payment Practices

In a release that was fairly unsurprising in content, the Internal Revenue Service issued Revenue Ruling 2025-15 to address a payor’s tax withholding and reporting obligations with respect to stale and reissued retirement...more

Bricker Graydon Wyatt LLP

The Uncashed Check Conundrum - What Employers Need to Do

A terminated employee moves and doesn’t tell you and the check for the small benefit forced out of your retirement plan gets returned. A participant requests a distribution and the check gets delivered, but it is never...more

Hanson Bridgett

IRS Clarifies Income Tax Withholding and Reporting Obligations for Uncashed Retirement Checks

Hanson Bridgett on

When an employer (or the proper withholding agent, like a plan administrator) issues a retirement benefit, there is generally an obligation to withhold income tax on the payment and to report the payment on Form 1099-R....more

Proskauer - Employee Benefits & Executive...

IRS Clarifies that Failure to Cash Checks Does Not Affect Withholding or Reporting

Revenue Ruling 2025‑15 (available here) provides guidance on withholding and reporting obligations when a plan participant or beneficiary fails to cash a distribution check and a replacement check is issued. As discussed...more

McDermott Will & Schulte

IRS Roundup May 15 – June 2, 2025

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for May 15, 2025 – June 2, 2025....more

McDermott Will & Schulte

IRS Roundup May 2 – May 13, 2025

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for May 2, 2025 – May 13, 2025. IRS GUIDANCE - May 2, 2025: The IRS issued Revenue Procedure 2025-20, providing...more

Bowditch & Dewey

Income Tax and State Family Medical Leave Benefits

Bowditch & Dewey on

Earlier this year, the Internal Revenue Service issued long awaited guidance on the taxation of paid family medical leave. The revenue ruling is effective for payments received on or after January 1, 2025....more

Proskauer - Tax Talks

IRS and Treasury Announce Withdrawal of Related Party Basis Shifting Regulations

Proskauer - Tax Talks on

On April 17, 2025, the U.S. Internal Revenue Service (the “IRS”) issued Notice 2025-23 (the “Notice”), announcing its intention to withdraw the recently released final regulations final regulationsthat classify certain...more

Parker Poe Adams & Bernstein LLP

Key Takeaways for Businesses From Recent South Carolina Department of Revenue Rulings

The South Carolina Department of Revenue (SCDOR) has had an active start to the year, issuing new administrative guidance that impacts a variety of businesses operating in the state. Each year, the department issues advisory...more

McDermott Will & Schulte

IRS Roundup March 15 – March 28, 2025

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for March 15, 2025 – March 28, 2025. IRS GUIDANCE - March 17, 2025: The IRS issued Revenue Ruling 2025-8, providing...more

McDermott Will & Schulte

IRS Roundup for November 25 – December 13, 2024

McDermott Will & Schulte on

Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for November 25, 2024 – December 13, 2024....more

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