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Information about Form 8888, Allocation of Refund (Including Savings Bond Purchases), including recent updates, related forms and instructions on how to file. Use Form 8888 to directly deposit your refund (or part of it) to one or more accounts at a U.S. bank or other financial institution.

Retirement plan news for plan sponsors, participants and tax practitioners. View our current edition, browse the newsletter archive, or subscribe to future editions.

IR-2021-216, November 4, 2021 — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020.

Information about Form 8853, Archer MSAs and Long-Term Care Insurance Contracts, including recent updates, related forms, and instructions on how to file. Use Form 8853 to report Archer MSA contributions, figure your Archer MSA deduction, report distributions from Archer MSAs or Medicare Advantage MSAs, report taxable payments from long-term care (LTC) insurance contracts, or report taxable accelerated death benefits from a life insurance policy.

Find resources for operating IRA-based plans. Find frequently asked questions, forms, publications and more. 

Forms, publications and other government websites

Find out what adjusted gross income (AGI) is and where to find it on your tax return.

FS-2024-29, Aug. 2024 — The Internal Revenue Service reminds businesses that starting in tax year 2023 changes under the SECURE 2.0 Act may affect the amounts they need to report on their Forms W-2.

FS-2024-18, May 2024 — The Internal Revenue Service reminds businesses that starting in tax year 2023 changes under the SECURE 2.0 Act may affect the amounts they need to report on their Forms W-2.

A list of publications and forms that address tax issues for retirees and senior citizens.