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Instructions for IRS Form 8955-SSA
for the current year.
Instructions for IRS Form 8955-SSA Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits
This document contains official instructions for IRS Form 8955-SSA , Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits - 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 8955-SSA is available for download through this link.
FAQ
Q: What is IRS Form 8955-SSA?
A: IRS Form 8955-SSA is an annual registration statement used to identify separated participants with deferred vested benefits.
Q: Who needs to file IRS Form 8955-SSA?
A: Plan administrators of certain retirement plans are required to file IRS Form 8955-SSA.
Q: What is the purpose of IRS Form 8955-SSA?
A: The purpose of IRS Form 8955-SSA is to provide the IRS with information about separated participants who have deferred vested benefits in retirement plans.
Q: When is IRS Form 8955-SSA due?
A: IRS Form 8955-SSA is generally due by the last day of the seventh month after the plan year ends.
Q: What happens if I don't file IRS Form 8955-SSA?
A: Failure to file IRS Form 8955-SSA or filing it late may result in penalties imposed by the IRS.
Q: Are there any exceptions to filing IRS Form 8955-SSA?
A: Some retirement plans may be exempt from filing IRS Form 8955-SSA. It is recommended to consult with a tax professional or review the IRS instructions to determine if an exemption applies.
Q: Is there a fee to file IRS Form 8955-SSA?
A: There is no fee to file IRS Form 8955-SSA.
Q: Can I electronically file IRS Form 8955-SSA?
A: Yes, you can electronically file IRS Form 8955-SSA using the IRS's FIRE (Filing Information Returns Electronically) system or through an approved third-party e-file provider.
Instruction Details:
- This 7-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.
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