-
2024 Instructions for Schedule A
(Form 5500)
Insurance Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Specif...
-
2024 Form 5500 Instructions
Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code
General Instructions
EFAST2 Processing S...
-
2024 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 |
...
-
2024 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Characteristics Codes
Table of Contents
Changes to Note
...
-
Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans
Instructions for Form 5330
Return of Excise Taxes Related to Employee Benefit Plans
(Rev. December 2023)
Close Help Page |
View Offici...
-
Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans
Instructions for Form 5330
Return of Excise Taxes Related to Employee Benefit Plans
(Rev. December 2023)
Close Help Page |
View Official IRS ...
-
This guide outlines the steps to require .CSV file format for census uploads—both when sending census files to portal users and when receiving census uploads from them. This ensures consistency, reduces processing errors, and aligns with system re...
-
Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings.
The following walks through the...
-
The main Batch 5558 screen provides a quick view of batch statuses. From the Select a Batch screen, the following features are available: Batch Name- All existing batches will populate with a hyperlink to select and view individual batch...
-
Batching Form 5558 enables efficient processing by grouping selected plans into a single batch. This approach streamlines submission and printing, saving time and ensuring consistency across multiple filings. Accessing the 5558 Batch Feature: Th...