Articles
2025 Instructions for Form 5500
2025 Form 5500 Instructions
Annual Return/Report of Employee Benefit Plan
View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code
General Instructions
EFAST2 Pr...
2025 Instructions for Form 5500-SF
2025 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Plan Characteristic Codes
Table of Contents
Changes to N...
2025 Instructions for Form 5500-EZ
2025 Instructions for Form 5500-EZ
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
View Official IRS
Instructions | Business Codes | Characteristics Codes |
T...
2025 Instructions for Schedule A
2025 Instructions for Schedule A
(Form 5500)
Insurance Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Spec...
2025 Instructions for Schedule C
2025 Instructions for Schedule C
(Form 5500)
Service Provider Information
View General Instructions |
View Official Instructions
Table of Contents
General Instructions
Who Must File
...
2025 Instructions for Schedule D
2025 Instructions for Schedule D
(Form 5500)
DFE/Participating Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Sche...
2025 Instructions for Schedule DCG
2025 Instructions for Schedule DCG
(Form 5500)
Individual Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
2025 Instructions for Schedule G
2025 Instructions for Schedule G
(Form 5500)
Financial Transaction Schedules
View Gener al Instruction s | View Official Instructions
Table of Contents
General Instructions
Who Must File
...
2025 Instructions for Schedule H
2025 Instructions for Schedule H
(Form 5500)
Financial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Sp...
2025 Instructions for Schedule I
2025 Instructions for Schedule I
(Form 5500)
Financial Information - Small Plan
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
...
2025 Instructions for Schedule MB
2025 Instructions for Schedule MB
(Form 5500)
Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
View General Instructions | View Official Instructions
Table of Contents
...
2025 Instructions for Schedule MEP
2025 Instructions for Schedule MEP
(Form 5500)
Multiple-Employer Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must F...
2025 Instructions for Schedule R
2025 Instructions for Schedule R
(Form 5500)
Retirement Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
2025 Instructions for Schedule SB
2025 Instructions for Schedule SB
(Form 5500)
Single-Employer Defined Benefit Plan Actuarial Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
...
Form 5558 Instructions
Form 5558
Application for Extension of Time To File Certain Employee Plan Returns
(January 2025)
View Official IRS
Instructions
Table of Contents
General Instructions
Future Developments
...