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CPA Practice Advisor · Jan 21, 2026

IRS, Treasury Update Safe Harbor Explanations for Retirement Plan Administrators

Tax Brief summary and classification of the original reporting.

Bottom Line

💡 IRS and Treasury issue updated safe harbor explanations for retirement plan administrators regarding eligible rollover distributions. No immediate action required.

Summary

Notice 2026-13 provides two safe harbor explanations that plan administrators can use to satisfy the requirement under Section 402(f) of the tax code to provide certain information to recipients of eligible rollover distributions.

Classification

Category: fyiPriority: informationalReason: Updates safe harbor explanations for retirement plan administrators

Affected Groups

Retirement plan administrators, tax professionals handling retirement plans

Original Source

We aggregate public tax updates and provide AI-assisted summaries. Please read the original reporting for full details.

Read original article

Bottom Line

Summary

Classification

Affected Groups

Related Topics

Original Source