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FAQs
Forms
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Tax Topics
|
Forms Forms and Instructions |
Relevant Forms
| Form 23-EP Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) |  |
| Form 1120 (Schedule O) Consent Plan and Apportionment Schedule for a Controlled Group | |
| 1120 (Schedule O) Instructions for Schedule O (Form 1120), Consent Plan and Apportionment Schedule for a Controlled Group |
| Form 4461 Application for Approval of Master or Prototype Defined Contribution Plan | |
| Form 4461-A Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan | |
| Form 5300 Application for Determination for Employee Benefit Plan (Info Copy Only) | |
| 5300 Instructions for Form 5300, Application for Determination for Employee Benefit Plan |
| Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution | |
| Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution | |
| Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) | |
| Form 5309 Application for Determination of Employee Stock Ownership Plan | |
| Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business | |
| 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 5500 Annual Return/Report of Employee Benefit Plan (Info Copy Only) | |
| 5500 Instructions for Form 5500, Annual Return/Report of Employee Benefit Plan |
| Form 5500 (Schedule D) DFE/Participating Plan Information (Info Copy Only) | |
| Form 5500 (Schedule I) Financial Information - Small Plan (Info Copy Only) | |
| Form 5500 (Schedule R) Retirement Plan Information (Info Copy Only) | |
| Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan | |
| 5500-EZ Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan |
| Form 5558 Application for Extension of Time to File Certain Employee Plan Returns | |
| Form 8498-EP Program Sponsor Agreement for Continuing Eduction for Enrolled Retirement Plan Agents | |
| Form 8554-EP Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) | |
| Form 8717 User Fee for Employee Plan Determination, Opinion, and Advisory Letter Request | |
| Form 8881 Credit for Small Employer Pension Plan Startup Costs | |
| Form 8905 Certification of Intent to Adopt a Pre-Approved Plan | |
| Form 8915 Qualified Hurricane Retirement Plan Distributions and Repayments | |
| 8915 Instructions for Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayments |
| Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments | |
| 8930 Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments |
| Form 13844 (SP) Solicitud para la Reduccion del Cargo Administrativo para el Plan de Pagos a Plazos | |
| Publications |
Related Publications
| Publication 4286 Simplified Employee Pension Plan (SARSEP) Checklist |  | |
| Publication 4483 403(b) Tax-Sheltered Annuity Plan for Sponsors | | |
| Publication 4789 Enrolled Retirement Plan Agent: Represent Taxpayers Before the IRS on Retirement Plan Matters | | |
Frequently Asked QuestionsFAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Individual Retirement Arrangements (IRAs)
Related Topic Links
403(b) Plan Basics501(c)(20) - Group Legal Services Plan OrganizationsAccident or Health PlanAccountable Plan Rules Not MetBenefits from a Previous Employer's PlanCan You Move Retirement Plan Assets?Contributions (IRAs & Pension Plans)Corrective Distributions of Excess Plan ContributionsCoverage by an Employer PlanCovered by an Employer Retirement PlanDeferred Compensation PlanDefined Benefit PlanDefined Contribution PlanDistribution Before Annuity Starting Date From a Nonqualified PlanDistribution Before Annuity Starting Date From a Qualified PlanEmployee Benefit PlanEmployee Meets Accountable Plan RulesEmployee Plan DeterminationEmployee Stock Ownership PlanEmployer-sponsored Health Insurance PlanEnrolled Retirement Plan Agent (ERPA)Excise Tax on Reversion of Plan AssetsFlexible Spending ArrangementInvesting Plan AssetsLimit If Covered By Employer PlanMaximum Amount Contributable (MAC)Medical Information PlanPlan CertificationProfit Sharing PlanProgram Sponsor Agreement for Continuing Education for Enrolled Retirement Plan AgentsQualified Employer PlanQualified PlanReporting Your Expenses under a Nonaccountable PlanRetirement PlanRetirement Plan Information (Info Copy Only)Rollover from an Employer's Plan into a Roth IRARollover From Employer's Plan Into an IRASafe Harbor 401(k) PlanSavings Incentive Match Plan for EmployeesSick Pay PlanSIMPLE 401(k) PlanSmall Employer Pension PlanStock Options Employee Stock Purchase PlansTax Sheltered AnnuityThrift Savings PlanWhat Are the Benefits of Contributing to a 403(b) Plan?