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Forms and Instructions Forms and Instructions
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Relevant Forms
Form 23-EP Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)Topic Screen for this Form
Form 4461 Application for Approval of Master or Prototype Defined Contribution PlanTopic Screen for this Form
Form 4461-A Application for Approval of Master or Prototype or Volume Submitter Defined Benefit PlanTopic Screen for this Form
Form 4461-B Application for Approval of Master or Prototype or Volume Submitter PlansTopic Screen for this Form
Form 5310 Application for Determination Upon Termination (Info Copy Only)Topic Screen for this Form
5310 Instructions for Form 5310, Application for Determination Upon Termination
Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of BusinessTopic Screen for this Form
5310-A Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored AccountsTopic Screen for this Form
5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsHTML Instructions
Form 5330 Return of Excise Taxes Related to Employee Benefit PlansTopic Screen for this Form
5330 Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans
Form 5500 Annual Return/Report of Employee Benefit Plan (Info Copy Only)Topic Screen for this Form
5500 Instructions for Form 5500, Annual Return/Report of Employee Benefit Plan
Form 5500 (Schedule A) Insurance Information (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule B) Actuarial Information (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule C) Service Provider Information (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule D) DFE/Participating Plan Information (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule E) ESOP Annual Information (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule G) Financial Transaction Schedules (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule H) Financial Information (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule I) Financial Information - Small Plan (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule R) Retirement Plan Information (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule SSA) Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (Info Copy Only)Topic Screen for this Form
Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only)Topic Screen for this Form
5500-EZ Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
Form 6088 Distributable Benefits From Employee Pension Benefit PlansTopic Screen for this Form
Form 8498-EP Program Sponsor Agreement for Continuing Eduction for Enrolled Retirement Plan AgentsTopic Screen for this Form
Form 8881 Credit for Small Employer Pension Plan Startup CostsTopic Screen for this Form
Form 8905 Certification of Intent to Adopt a Pre-Approved PlanTopic Screen for this Form
Form 8915 Qualified Hurricane Retirement Plan Distributions and RepaymentsTopic Screen for this Form
8915 Instructions for Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayments
Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and RepaymentsTopic Screen for this Form
8930 Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments
Principal Publications Publications
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Related Publications
Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)Index for this PublicationPDF version of this PublicationTopic Screen for this Publication
Publication 4286 Simplified Employee Pension Plan (SARSEP) ChecklistPDF version of this PublicationTopic Screen for this Publication
Publication 4406 Plan Feature Comparisons-403(b) and 457 PlansPDF version of this PublicationTopic Screen for this Publication
Publication 4407 Salary Reduction Simplified Employee Pension (SARSEP)PDF version of this PublicationTopic Screen for this Publication
Links Inside Publications
Publication 17 - Your Federal Income Tax - Taxation of Periodic Payments
Publication 17 - Your Federal Income Tax - Taxation of Nonperiodic Payments
Publication 334 - Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ) - Pension Plans
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Salary Reduction Simplified Employee Pension (SARSEP)
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Prohibited Transactions
Publication 575 - Pension and Annuity Income - Taxation of Periodic Payments
Publication 575 - Pension and Annuity Income - Taxation of Nonperiodic Payments
Publication 939 - General Rule for Pensions and Annuities - Taxation of Periodic Payments
heading icon Frequently Asked Questions
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Correcting Plan Errors
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > General/Taxability Issues including Distributions, Early Withdrawals, 10% Additional Tax, Defaulted Loans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > General/Taxability Issues including Distributions, Early Withdrawals, 10% Additional Tax, Defaulted Loans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Design
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Design
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Operations
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Rollovers - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Aliens and U.S. Citizens Living Abroad > Canadian & U.S. Tax Issues
FAQ - Individual Retirement Arrangements (IRAs) > Rollovers - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs) > Rollovers - Individual Retirement Arrangements (IRAs)
FAQ - Individual Retirement Arrangements (IRAs) > Traditional IRA
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