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 |
Separate |
---|---|---|---|
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 |
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 |