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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 5500-EZ
for the current year.
IRS Form 5500-EZ Annual Return of a One-Participant (Owners / Partners and Their Spouses) Retirement Plan or a Foreign Plan
What Is IRS Form 5500-EZ?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 5500-EZ?
A: IRS Form 5500-EZ is an annual return form for a one-participant retirement plan.
Q: Who should file IRS Form 5500-EZ?
A: Owners/partners and their spouses of a retirement plan or a foreign plan should file IRS Form 5500-EZ.
Q: What does IRS Form 5500-EZ require?
A: IRS Form 5500-EZ requires information about the retirement plan, including financial details.
Q: Is IRS Form 5500-EZ mandatory?
A: Yes, owners/partners and their spouses of one-participant retirement plans or foreign plans are required to file IRS Form 5500-EZ.
Form Details:
- A 2-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 5500-EZ through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 5500-EZ Annual Return of a One-Participant (Owners / Partners and Their Spouses) Retirement Plan or a Foreign Plan
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