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This form is for reporting a one-participant retirement plan or a foreign plan under section 6058(a) of the Internal Revenue Code. It includes basic plan information, number of participants, contributions, distributions, and other details for the calendar or fiscal year 2023.
Learn how to file Form 5500-EZ for a one-participant plan or a foreign plan that is not subject to ERISA requirements. Find out who must file, how to get the form, and what information to include on the form.
Information about Form 5500-EZ, Annual Return of One Participant (Owners and Their Spouses) Retirement Plan, including recent updates, related forms and instructions on how to file.
Learn how to file Form 5500-EZ, the annual return of a one-participant or a foreign plan, with the IRS. Find out who must file, what information to include, and how to submit the form electronically or on paper.
17 lis 2023 · The IRS will release paper copies of the 2023 Form 5500-EZ and its instructions separately and provide the form’s instructions on the agency’s website after Jan. 1, 2024. The form is used by pension and welfare benefit plans to file an annual return/report regarding their financial condition, investments and operations.
One-participant plans or foreign plans must file the Form 5500-EZ. If you are not subject to the IRS e-filing requirements, however, you may file a Form 5500-EZ on paper with the IRS. See the Form 5500-EZ Instructions for more information.
You must file Form 5500-EZ electronically if you’re required to file the applicable number (electronic-filing threshold) of returns with the IRS during the calendar year as stated in IRC Section 6011(e)(5) and Treasury Regulations Section 301.6058-2.
