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This version of the form is not currently in use and is provided for reference only. Download this version of
Instructions for IRS Form 5500-EZ
for the current year.
Instructions for IRS Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan or a Foreign Plan
This document contains official instructions for IRS Form 5500-EZ , Annual Return of One Participant (Owners and Their Spouses) Retirement Plan or a Foreign Plan - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 5500-EZ is available for download through this link.
FAQ
Q: What is IRS Form 5500-EZ?
A: IRS Form 5500-EZ is a form used to report annual information about retirement plans.
Q: Who is required to file IRS Form 5500-EZ?
A: Owners and their spouses who have a one-participant retirement plan or a foreign plan must file IRS Form 5500-EZ.
Q: What type of information is required on IRS Form 5500-EZ?
A: IRS Form 5500-EZ requires information about the plan, the participants, and the plan's finances.
Q: When is the deadline to file IRS Form 5500-EZ?
A: The deadline to file IRS Form 5500-EZ is the last day of the seventh month after the plan year ends.
Instruction Details:
- This 11-page document is available for download in PDF;
- Not applicable for the current tax year. Choose a more recent version to file this year's taxes;
- Complete, printable, and free.
Download your copy of the instructions by clicking the link below or browse hundreds of other forms in our library of IRS-released tax documents.
Download Instructions for IRS Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan or a Foreign Plan
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