by Edward A. Zurndorfer On August 8, 2020, President Trump issued a Presidential Memorandum directing the Secretary of the Treasury to use his authority pursuant to section 7508A of the Internal Revenue Code to defer the withholding, deposit, and payment ... Read More

Is it Tax Season Yet? – Part 2 with Ed Zurndorfer and Dan Sipe for the FEDLIFE Tax Season Special FedLife Podcast (ep. 31): Is It Tax Season Yet? (Tax Planning for Feds, part 2) The IRS recently published their ... Read More

The FEDLIFE Podcast for Federal Employees is Hosted by Dan Sipe and Ed Zurndorfer, this week they are talking over taxes for Feds, and what is so different in 2020 compared to previous years. FedLife Podcast (ep. 30): Tax Season ... Read More

Edward A. Zurndorfer – While calendar year 2020 is a little over 50 percent completed, the year 2020 has probably seen the most legislation affecting employer-sponsored retirement plans and IRAs in perhaps the last 15 years. The SECURE Act, passed ... Read More

Edward A. Zurndorfer– The IRS recently announce in Notice 2020-127 that any individual who previously took a required minimum distribution (RMD) at any time during 2020 from IRAs and qualified retirement accounts – this includes 401(k), 403(b) retirement plans and ... Read More

Edward A. Zurndorfer – As a result of coronavirus pandemic, the IRS and most state revenue and tax departments extended the 2019 income tax filing deadline three months from April 15, 2020 until July 15, 2020.This filing deadline is less ... Read More

A Perfect Storm Looming at the IRS- New Tax Law, Budget Cuts, Paper-Based Processing were already putting pressure on the agency- and then the Coronavirus hit. For those who filed their tax returns and are expecting a refund, the IRS ... Read More

Jennifer Meyer explains the status of TSP Loans and TSP Withdrawals as a result of the CARES Act. The CARES Act passed in late March 2020 to assist Americans struggling under the burden of COVID-19 has provisions for employer-sponsored retirement ... Read More

53 page PDF from the FEDZONE Vault by Ed Zurndorfer: IRAs & Federal Employees IRAs & Federal Employees IRAs: Guide for Federal Employees by Ed Zurndorfer

Tax Refunds Delayed: Due to teleworking Feds and the CARES Act Stimulus Payments, the issuance of some Tax Refunds are being Heavily Delayed Buried between the lines of an April 3rd memo from the Treasury Department, the IRS states that ... Read More