Updated Articles

  1. 2024 Instructions for Form 5500

    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...
  2. 2024 Instructions for Schedule G

    2024 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 ...
  3. 2024 Instructions for Schedule DCG

    2024 Instructions for Schedule DCG (Form 5500)  Individual Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...
  4. 2024 Instructions for Schedule D

    2024 Instructions for Schedule D (Form 5500) DFE/Participating Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedu...
  5. 2024 Instructions for Schedule C

    2024 Instructions for Schedule C (Form 5500) Service Provider Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...
  6. 2024 Instructions for Schedule A

    2024 Instructions for Schedule A (Form 5500) Insurance Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Specific I...
  7. 2025 Instructions for Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information

    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminder Specific Instructions Rollovers Trans...
  8. 2025 Instructions for Form 5498 Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments What's New Reminder Specific Instructions Contributi...
  9. 2025 Instructions for Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

    View Official IRS Instructions | View General Instructions Table of Contents General Instructions Future Developments Reminder Specific Instructions Transfers HSA Mist...
  10. 2025 Instructions for Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

    View Official IRS Instructions | View General Instructions General Instructions Future Developments What's New Reminders Specific Instructions Designated Roth Account Contributions I...