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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 IRS Form 5500-EZ?
A: IRS Form 5500-EZ is an annual return required for one participant retirement plans or foreign plans.
Q: Who needs to file IRS Form 5500-EZ?
A: Owners, partners, and their spouses who have a one participant retirement plan or a foreign plan need to file IRS Form 5500-EZ.
Q: What type of retirement plans require filing IRS Form 5500-EZ?
A: One participant retirement plans or foreign plans require filing IRS Form 5500-EZ.
Q: Is IRS Form 5500-EZ only for US residents?
A: No, IRS Form 5500-EZ is also required for foreign plans.
Q: Does IRS Form 5500-EZ need to be filed annually?
A: Yes, IRS Form 5500-EZ needs to be filed annually for the applicable retirement plans.
Form Details:
- A 2-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- 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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