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 ...
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 ...
Sacramento State University

Employee/Personnel Transaction Form Training

With thousands of PTF forms submitted each year, going paperless was a top request! We've gathered step-by-step resources to help you learn how to process employee/personnel transaction forms based on ...
JD Supra

NYS DOH Releases New Electronic Material Transaction Form

Just last week, we reported that the 2025/26 NYS Budget Bill did not include a provision that would have increased the requirements for seeking Department of Health (DOH) approval of a material ...