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| Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc. | ![]() |
| Form 5300 Application for Determination for Employee Benefit Plan (Info Copy Only) | ![]() | |
| Instructions for Form 5300, Application for Determination for Employee Benefit Plan |
| 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 5330 Return of Excise Taxes Related to Employee Benefit Plans | ![]() | |
| Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans |
| Form 8508 Request for Waiver From Filing Information Returns Electronically (Forms W-2, W-2G, 1042-S, 1097-BTC, 1098 Series, 1099 Series, 3921, 3922, 5498 Series, and 8027) | ![]() |
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| Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) | ![]() |
| Publication 4286 Simplified Employee Pension Plan (SARSEP) Checklist | ![]() |
| Publication 4333 SEP Retirement Plans for Small Businesses | ![]() |