This version of the form is not currently in use and is provided for reference only. Download this version of Instructions for IRS Form 8955-SSA for the current year.
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.
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 qualified retirement plans, such as pension plans and profit-sharing plans, need to file IRS Form 8955-SSA.
Q: What are deferred vested benefits?
A: Deferred vested benefits are retirement benefits that have been earned by participants but are not yet payable.
Q: When is IRS Form 8955-SSA due?
A: IRS Form 8955-SSA is generally due by the last day of the seventh month following the end of the plan year.
Q: What happens if IRS Form 8955-SSA is not filed on time?
A: Failure to file IRS Form 8955-SSA may result in penalties imposed by the IRS.
Instruction Details:
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.