With the IRS still developing instructions for Schedule 1-A and making revisions to previously released guidance—such as the updated figures in Rev. Proc. 24-40, along with several provisions still awaiting official regulations—tax professionals are navigating an unusually uncertain landscape.
Because IRS guidance continues to evolve, portions of the current Desk Reference Guide may change. We are monitoring developments closely to ensure accuracy.
To keep you informed, Version 3 of the Desk Reference Guide will be released as soon as the IRS publishes clarifying updates, ensuring you always have the most current and reliable information at your fingertips.
Once the IRS releases the necessary updates and guidance, we will send an email to customers and prospects who previously downloaded the guide. That message will reflect the updated information and include a link to the new version, which will be promoted as Version 3.
Thank you for your patience.



