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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 a One-Participant (Owners / Partners and Their Spouses) Retirement Plan or a Foreign Plan
This document contains official instructions for IRS Form 5500-EZ , Annual Return of a One-Participant (Owners/Partners 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 an annual return form for one-participant retirement plans or foreign plans.
Q: Who needs to file IRS Form 5500-EZ?
A: Owners/partners and their spouses who participate in a one-participant retirement plan or a foreign plan need to file IRS Form 5500-EZ.
Q: What is the purpose of filing IRS Form 5500-EZ?
A: The purpose of filing IRS Form 5500-EZ is to report information about the plan's financial activities and ensure compliance with tax regulations.
Q: Are there any exceptions to filing IRS Form 5500-EZ?
A: Yes, if the plan's assets are $250,000 or less at the end of the plan year, the plan is exempt from filing IRS Form 5500-EZ.
Q: What information is required to be reported on IRS Form 5500-EZ?
A: IRS Form 5500-EZ requires information such as plan sponsor details, plan assets and liabilities, contributions, distributions, and any other pertinent financial information.
Q: When is IRS Form 5500-EZ due?
A: IRS Form 5500-EZ is generally due by July 31st of the year following the plan year, unless an extension is granted.
Q: What are the consequences of not filing IRS Form 5500-EZ?
A: Failure to file IRS Form 5500-EZ or filing it late can result in penalties imposed by the IRS.
Instruction Details:
- This 10-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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