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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.
FAQ
Q: What is IRS Form 5500-EZ?
A: IRS Form 5500-EZ is an annual return used to report information about a one-participant retirement plan or a foreign retirement plan.
Q: Who needs to file IRS Form 5500-EZ?
A: Owners or partners and their spouses who have a one-participant retirement plan or a foreign retirement plan need to file IRS Form 5500-EZ.
Q: What information needs to be reported on IRS Form 5500-EZ?
A: IRS Form 5500-EZ requires reporting on contributions, distributions, and the value of assets held by the retirement plan.
Q: Are there any exceptions or exemptions for filing IRS Form 5500-EZ?
A: Certain small plans may be exempt from filing IRS Form 5500-EZ, but it is best to consult the instructions or a tax professional for specific exemptions.
Q: When is IRS Form 5500-EZ due?
A: IRS Form 5500-EZ is generally due on the last day of the seventh month following the end of the plan year.
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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