Form 5500 Corner Filing tips & updates, notices, and other helpful materials to assist you in preparing your Form 5500 (5500-EZ) return. Form 5330 Corner Filing tips to assist you in preparing your Form 5330 return. Forms To avoid delays, use the most current version of the form. The freely available Adobe Acrobat Reader software is required to view, print and search the items listed below. Name Title Current version Separate instructions? Form W-2 Wage and Tax Statement Standard PDF Yes PDF Form 23-EP Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) Fillable PDF No Form 945 Annual Return of Withheld Federal Income Tax Fillable PDF Yes PDF Form 990-T Exempt Organization Business Income Tax Return Fillable PDF Yes PDF Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Standard PDF Yes PDF Form 2848 Power of Attorney and Declaration of Representative Fillable PDF Yes PDF Form 4461 Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plans Fillable PDF No Form 4461-A Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan Fillable PDF No Form 4461-B Application for Approval of Master or Prototype or Volume Submitter Plans Fillable PDF No Form 4972 Tax on Lump-Sum Distributions Fillable PDF No Form 5300 Application for Determination for Employee Benefit Plan Fillable PDF Yes PDF Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution Fillable PDF No Form 5305 Traditional Individual Retirement Trust Account Fillable PDF No Form 5305-A Traditional Individual Retirement Custodial Account Fillable PDF No Form 5305-E Coverdell Education Savings Trust Account Fillable PDF No Form 5305-EA Coverdell Education Savings Custodial Account Fillable PDF No Form 5305-R Roth Individual Retirement Trust Account Fillable PDF No Form 5305-RA Roth Individual Retirement Custodial Account Fillable PDF No Form 5305-RB Roth Individual Retirement Annuity Endorsement Fillable PDF No Form 5305-S SIMPLE Individual Retirement Trust Account Fillable PDF No Form 5305-SA SIMPLE Individual Retirement Custodial Account Fillable PDF No Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement Fillable PDF No Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution Fillable PDF No Form 5305A-SEP Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement Fillable PDF No Form 5306 Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) Fillable PDF No Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) Fillable PDF No Form 5307 Application for Determination for Adopters of Modified Volume Submitter Plans Fillable PDF Yes PDF Form 5308 Request for Change in Plan/Trust Year Fillable PDF No Form 5309 Application for Determination of Employee Stock Ownership Plan Fillable PDF No Form 5310 Application for Determination for Terminating Plan Fillable PDF Yes PDF Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business Fillable PDF Yes PDF Form 5316 Application for Group or Pooled Trust Ruling Fillable PDF No Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts Fillable PDF Yes PDF Form 5330 Return of Excise Taxes Related to Employee Benefit Plans Fillable PDF Yes PDF Form 5498 IRA Contribution Information Standard PDF Yes PDF Form 5500 & Schedules Annual Return/Report of Employee Benefit Plan Standard Yes Form 5500-EZ Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan Fillable PDF Yes PDF Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan Standard PDF Yes PDF Form 5558 Application for Extension of Time To File Certain Employee Plan Returns Fillable PDF No Form 6088 Distributable Benefits From Employee Pension Benefit Plans Fillable PDF No Form 8717 User Fee for Employee Plan Determination Letter Request Fillable PDF No Form 8717-A User Fee for Employee Plan Opinion or Advisory Letter Request Fillable PDF No Form 8821 Tax Information Authorization Fillable PDF No Form 8822-B Change of Address or Responsible Party - Business Fillable PDF No Form 8880 Credit for Qualified Retirement Savings Contributions Fillable PDF No Form 8881 Credit for Small Employer Pension Plan Startup Costs Fillable PDF No Form 8905 Certification of Intent To Adopt a Pre-approved Plan Fillable PDF No Form 8950 Application for Voluntary Correction Program (VCP) Fillable PDF Yes PDF Form 8951 Compliance Fee for Application for Voluntary Correction Program (VCP) Fillable PDF No Form 8955-SSA Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits Fillable PDF No Form 14568 Model VCP Compliance Statement Fillable PDF No Form 14568-A Model VCP Compliance Statement - Schedule 1: Interim Nonamender Failures Fillable PDF No Form 14568-B Model VCP Compliance Statement - Schedule 2: Other Nonamender Failures and Failure to Adopt a 403(b) Plan Timely Fillable PDF No Form 14568-C Model VCP Compliance Statement - Schedule 3: SEPs and SARSEPs Fillable PDF No Form 14568-D Model VCP Compliance Statement - Schedule 4: Simple IRAs Fillable PDF No Form 14568-E Model VCP Compliance Statement - Schedule 5: Plan Loan Failures (Qualified Plans and 403(b) Plans) Fillable PDF No Form 14568-F Model VCP Compliance Statement - Schedule 6: Employer Eligibility Failure (Section 401(k) and 403(b) Plans only) Fillable PDF No Form 14568-G Model VCP Compliance Statement - Schedule 7: Failure to Distribute Elective Deferrals in Excess of the Section 402(g) Limit Fillable PDF No Form 14568-H Model VCP Compliance Statement - Schedule 8: Failure to Pay Required Minimum Distributions Timely Fillable PDF No Form 14568-I Model VCP Compliance Statement - Schedule 9: Limited Safe Harbor Correction by Plan Amendment Fillable PDF No Form 14704 Transmittal Schedule - Form 5500-EZ Delinquent Filer Penalty Relief Program (Revenue Procedure 2015-32) Fillable PDF No Publications Name Title Version(s) Publication 1 Your Rights as a Taxpayer PDF PDF Publication 15 (Circular E), Employer's Tax Guide PDF PDF Web Publication 15-A Employer's Supplemental Tax Guide PDF PDF Web Publication 525 Taxable and Nontaxable Income PDF PDF Web Publication 535 Business Expenses PDF PDF Web Publication 560 Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) PDF PDF Web Publication 571 Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations PDF PDF Web Publication 575 Pension and Annuity Income PDF PDF Web Publication 590-A Contributions to Individual Retirement Arrangements (IRAs) PDF PDF Web Publication 590-B Distributions from Individual Retirement Arrangements (IRAs) PDF PDF Web Publication 794 Favorable Determination Letter
