Highlights of Internal Revenue Bulletin 2024-36 – 9/3/2024

Posted by Lee Reams Sr., BSME, EA on

This bulletin provides a summary of key updates from IRB 2024-36. Read this article to learn about the new Voluntary Disclosure Program for Employee Retention Credit claims, updates on employee plan rates, and guidance on SECURE 2.0 student loan contributions.

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The Internal Revenue Bulletin (IRB) is the authoritative instrument for announcing official rulings and procedures of the IRS and for publishing Treasury Decisions, Executive Orders, Tax Conventions, legislation, court decisions, and other items of general interest.

ADMINISTRATIVE, EMPLOYMENT TAX, INCOME TAX, SPECIAL ANNOUNCEMENT

Announcement 2024-30, page 581.

This announcement announces a second Voluntary Disclosure Program for taxpayers to resolve refunds or credits for erroneous Employee Retention Credit claims. The announcement explains taxpayer eligibility criteria, terms, and procedures for taxpayers electing to participate in the second Voluntary Disclosure Program. The announcement is intended to provide taxpayers an opportunity to efficiently resolve their civil tax liabilities under this second Voluntary Disclosure Program and avoid potential litigation.

EMPLOYEE PLANS

 Notice 2024-62, page 570.

This notice sets forth updates on the corporate bond monthly yield curve, the corresponding spot segment rates for July 2024 used under § 417(e)(3)(D), the 24-month average segment rates applicable for August 2024, and the 30-year Treasury rates, as reflected by the application of § 430(h)(2)(C)(iv).

Notice 2024-63, page 573.

This notice provides guidance in the form of questions and answers on section 110 of the SECURE 2.0 Act of 2022. Section 110 allows employers to make matching contributions on account of employees’ qualified student loan payments (QSLPs) under certain defined contribution retirement plans. The notice also states that the Treasury Department and the IRS anticipate issuing proposed regulations with respect to section 110 and requests comments.

 INCOME TAX

 Rev. Rul. 2024-17, page 568.

Federal rates; adjusted federal rates; adjusted federal longterm rate, and the long-term tax exempt rate. For purposes of sections 382, 1274, 1288, 7872 and other sections of the Code, tables set forth the rates for September 2024.