IRS Reporting Forms for Retirement Savings Programs
Links to the IRS reporting forms for retirement savings programs are listed
below.
These forms are provided in pdf format. To view and
print the pdf forms, you must have
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Payroll Deduction IRA:
No employer tax filing required
SEP-IRA (suggested form):
Form 5305-SEP
SIMPLE-IRA (suggested forms):
Form 5304-SIMPLE
Form 5305-SIMPLE
Safe Harbor 401(k):
Form 5500
Automatic Enrollment Safe Harbor 401(k):
Form 5500
401(k):
Form 5500
Profit Sharing:
Form 5500
Defined Benefit:
Form 5500
Please contact a tax/legal advisor or the IRS for more
information. After viewing a form, use the Back button to return to the
Advisor. |
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