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IRS Form 4461-B Application for Approval of Standardized or Nonstandardized Pre-approved Plans
What Is IRS Form 4461-B?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on November 1, 2018. As of today, no separate filing guidelines for the form are provided by the IRS.
FAQ
Q: What is Form 4461-B?
A: Form 4461-B is an IRS application used for approval of standardized or nonstandardized pre-approved retirement plans.
Q: Who uses Form 4461-B?
A: This form is used by employers or plan sponsors who want to obtain approval for their retirement plans.
Q: What is the purpose of Form 4461-B?
A: The purpose of this form is to seek IRS approval for retirement plans, ensuring they meet the specific requirements and qualify for favorable tax treatment.
Q: What are standardized and nonstandardized pre-approved plans?
A: Standardized pre-approved plans are drafted by financial institutions, while nonstandardized plans are customized by employers or plan sponsors.
Form Details:
- A 3-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 4461-B through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 4461-B Application for Approval of Standardized or Nonstandardized Pre-approved Plans
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