WebUse the following information, together with IRS Instructions for Form 5500-EZ, to complete and file Form 5500-EZ. Administrators who choose to file Form 5500-EZ (PDF) have the option to file electronically under the … Webeligible to file Form 5500-SF must file Form 5500-EZ on paper with the IRS. For more information on filing with the IRS, go to www.irs.gov or call 1-877-829-5500. Abbreviated filing requirements apply for one-participant plan filers who are eligible to file Form 5500-SF. See Specific Instructions Only for “One-Participant Plans” on page 7.
Forms and Instructions (PDF) - apps.irs.gov
WebFor the Form 5500-EZ: If you are a one-participant plan or foreign plan, beginning January 1, 2024, you must file the Form 5500-EZ. You can no longer use the Form 5500-SF. If you are not subject to the IRS e -filing requirements in 26 CFR 301.6058-2, then you may file a Form 5500-EZ on paper with the IRS. Otherwise, file the Form 5500-EZ ... WebDec 10, 2024 · The DOL, IRS, and PBGC have released informational copies of the 2024 Form 5500 series, including Schedules and Instructions. (As a reminder, these copies cannot be used for filing; with very limited exceptions, Form 5500 must be filed electronically.) ... The instructions for Forms 5500, 5500-EZ, and 5500-SF have been revised to reflect that ... shared logistics
IRS Form 5500-EZ: Solo 401(k) Filing & Reporting Requirements …
WebApr 1, 2024 · Instructions for Form 4506-B, Request for a Copy of Exempt Organization IRS Application or Letter 1121 12/02/2024 Inst 5500-EZ: Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan or A Foreign Plan 2024 01/05/2024 Inst 8850 WebJan 5, 2024 · The IRS has issued the Form 5500-EZ and its instructions for the Form 5500-EZ to be used in reporting concerning 2024. What’s New. The IRS notes that there is one … WebApr 1, 2024 · Form 5500-EZ. Annual Return of A One Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan. 2024. 01/05/2024. Form 8508. Application for a Waiver from Electronic Filing of Information Returns. 0123. 01/04/2024. Form 4506-C. shared london christmas parties