QI Agreement Renewal Link and Due Date Extension

Kirsty Pitkin

January 23, 2023|1 Minute

Revenue Procedure 2022-43 (QI Agreement 2023) states that a QI that wants to renew its QI Agreement with an effective date of January 1, 2023, must do so between January 1, 2023, and March 31, 2023.

The IRS is extending the due date for QIs to renew their QI agreements to May 1, 2023.

The IRS is aware that the renewal link is not available for some QIs in the QI Portal. They are working to get the link restored and will provide an update as soon as we have further information.

Source: Qualified Intermediaries News, Issue 2023-01

Kirsty Pitkin

Kirsty is the CEO of TConsult Ltd.

Kirsty is passionate about communicating in simple, accessible language that everyone can understand. She specialises in translating complex tax technical documents into a form that allows financial institutions to make more informed compliance decisions.