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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 Form 5500-EZ?
A: Form 5500-EZ is an annual return for one-participant retirement plans or foreign plans.
Q: Who needs to file Form 5500-EZ?
A: Owners, partners, or their spouses of one-participant retirement plans or foreign plans need to file Form 5500-EZ.
Q: What is a one-participant retirement plan?
A: A one-participant retirement plan is a retirement plan that covers only the owner (or owner and their spouse) of a business.
Q: What is a foreign plan?
A: A foreign plan is a retirement plan that is maintained outside the United States.
Q: What information is required on Form 5500-EZ?
A: Form 5500-EZ requires information regarding plan participants, contributions, investments, and distributions.
Q: When is Form 5500-EZ due?
A: Form 5500-EZ is generally due by the last day of the seventh month after the plan year ends.
Q: Are there any penalties for late filing?
A: Yes, there are penalties for late filing of Form 5500-EZ. It is important to file on time to avoid these penalties.
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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