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Same-Sex Marriage Treasury and IRS Guidance - JP Morgan

Posted by Seton McAndrews | CFP®, Vice President Investments
September 12, 2013


JP Morgan's recent report discusses how recent legislative changes can affect the taxes and retirement plans for same-sex married couples.

"On August 29, 2013, the U.S. Treasury and Internal Revenue Service (IRS) issued Revenue Ruling 2013-17, along with a series of FAQs, to address marriage of same-sex individuals for federal law purposes. The ruling follows the June Supreme Court decision in United States v. Windsor, which struck down Section 3 of the Defense of Marriage Act (DOMA). As DOMA defined marriage, it could only exist between individuals of the opposite sex. While most of the guidance focuses on tax filing status, amended returns, deductions and other items not related to employee benefit plans, the guidance does have some applicability to employee benefits."

 

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