PDF
Word
IRS Form 5500 Schedule R Retirement Plan Information
What Is IRS Form 5500 Schedule R?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. The document is a supplement to IRS Form 5500, Annual Return/Report of Employee Benefit Plan. As of today, no separate filing guidelines for the form are provided by the IRS.
FAQ
Q: What is IRS Form 5500 Schedule R?
A: IRS Form 5500 Schedule R is a form used to provide information about retirement plans.
Q: Who is required to file IRS Form 5500 Schedule R?
A: Employers who sponsor retirement plans are generally required to file IRS Form 5500 Schedule R.
Q: What information is required to be reported on IRS Form 5500 Schedule R?
A: IRS Form 5500 Schedule R requires information about the plan's operation, funding, and participant data.
Q: What is the purpose of IRS Form 5500 Schedule R?
A: The purpose of IRS Form 5500 Schedule R is to provide the IRS with information about retirement plans for tax and compliance purposes.
Q: When is IRS Form 5500 Schedule R due?
A: IRS Form 5500 Schedule R is generally due by the last day of the seventh month after the end of the plan year.
Form Details:
- A 3-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 Schedule R through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 5500 Schedule R Retirement Plan Information
1
2
3
