Forms
The freely available Adobe Acrobat Reader software is required to view, print, and search the items listed below.
|
Name
|
Title
|
Version
|
Separate
Instructions?
|
2009 Form W-2 |
Wage and Tax Statement |
Standard |
Yes |
2008 Form W-2 |
Wage and Tax Statement |
Standard |
Yes
|
Form 23-EP |
Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) |
Fillable |
No |
Form 945 |
Annual Return of Withheld Federal Income Tax |
Fillable |
Yes |
Form 990-T |
Exempt Organization Business Income Tax Return |
Fillable |
Yes |
Form 1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
|
Standard |
Yes |
Form 2848
|
Power of Attorney and Declaration of Representative
|
Fillable |
Yes |
Form 4461
|
Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plans
|
Fillable |
No
|
Form 4461-A
|
Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan
|
Fillable |
No
|
Form 4461-B
|
Application for Approval of Master or Prototype or Volume Submitter Plans
|
Fillable |
No
|
Form 4972
|
Tax on Lump-Sum Distributions
|
Fillable |
No
|
Form 5300
|
Application for Determination for Employee Benefit Plan
|
Fillable |
Yes |
Schedule Q
|
Elective Determination Requests
|
Fillable |
Yes |
Form 5304-SIMPLE
|
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution
|
Fillable |
No
|
Form 5305
|
Traditional Individual Retirement Trust Account
|
Fillable |
No
|
Form 5305-A
|
Traditional Individual Retirement Custodial Account
|
Fillable |
No
|
Form 5305-E
|
Coverdell Education Savings Trust Account
|
Fillable |
No
|
Form 5305-EA
|
Coverdell Education Savings Custodial Account
|
Fillable |
No
|
Form 5305-R
|
Roth Individual Retirement Trust Account
|
Fillable |
No
|
Form 5305-RA
|
Roth Individual Retirement Custodial Account
|
Fillable |
No
|
Form 5305-RB
|
Roth Individual Retirement Annuity Endorsement
|
Fillable |
No
|
Form 5305-S
|
SIMPLE Individual Retirement Trust Account
|
Fillable |
No
|
Form 5305-SA
|
SIMPLE Individual Retirement Custodial Account |
Fillable |
No |
Form 5305-SEP |
Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement |
Fillable |
No |
Form 5305-SIMPLE |
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution |
Fillable |
No |
Form 5305A-SEP |
Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement |
Fillable |
No |
Form 5306 |
Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) |
Fillable |
No |
Form 5306-A |
Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) |
Fillable |
No |
Form 5307 |
Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans |
Fillable |
Yes |
Form 5308 |
Request for Change in Plan/Trust Year |
Fillable |
No |
Form 5309 |
Application for Determination of Employee Stock Ownership Plan |
Fillable |
No |
Form 5310 |
Application for Determination for Terminating Plan
|
Fillable |
Yes |
Form 5310-A |
Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business |
Fillable |
Yes |
Form 5329 |
Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts |
Fillable |
Yes |
Form 5330 |
Return of Excise Taxes Related to Employee Benefit Plans |
Fillable |
Yes |
Form 5498 |
IRA Contribution Information |
Standard |
Yes |
2008 Form 5500 |
Annual Return/Report of Employee Benefit Plan
(2007 Form & Related Schedules) |
Standard |
Yes |
Schedule A
|
Insurance Information
|
Standard
|
No
|
Schedule C |
Service Provider Information |
Standard |
No |
Schedule D |
DFE/Participating Plan Information |
Standard |
No |
Schedule E |
ESOP Annual Information |
Standard |
No |
Schedule G |
Financial Transaction Schedules |
Standard |
No |
Schedule H |
Financial Information |
Standard |
No |
Schedule I |
Financial Information - Small Plan |
Standard |
No |
Schedule R |
Retirement Plan Information |
Standard |
No |
Schedule MB |
Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information |
Standard |
No |
Schedule SB |
Single-Employer Defined Benefit Plan Actuarial Information |
Standard |
No |
Schedule SSA |
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits |
Standard |
No |
Form 5500-EZ |
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan |
Standard |
Yes |
Form 5558 |
Application for Extension of Time To File Certain Employee Plan Returns |
Fillable |
No |
Form 6088 |
Distributable Benefits From Employee Pension Benefit Plans |
Fillable |
No |
Form 6406 |
Short Form Application for Determination for Minor Amendment of Employee Benefit Plan |
Fillable |
Yes |
Form 8498-EP |
Program Sponsor Agreement for Continuing Education for Enrolled Retirement Plan Agents |
Fillable
|
No |
Form 8717 |
User Fee for Employee Plan Determination, Opinion, and Advisory Letter Request
|
Fillable |
No |
Form 8880 |
Credit for Qualified Retirement Savings Contributions |
Fillable |
No |
Form 8881 |
Credit for Small Employer Pension Plan Startup Costs |
Fillable |
No |
Form 8905 |
Certification of Intent To Adopt a Pre-approved Plan |
Fillable |
No |
Form 8915 |
Qualified Hurricane Retirement Plan Distributions and Repayments |
Fillable |
No |
Publications
|
Name
|
Title
|
Version(s)
|
Publication 15 |
(Circular E), Employer's Tax Guide |
PDF |
HTML |
Publication 15-A |
Employer's Supplemental Tax Guide |
PDF |
HTML |
Publication 525 |
Taxable and Nontaxable Income |
PDF |
HTML |
Publication 535 |
Business Expenses |
PDF |
HTML |
Publication 560 |
Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) |
PDF |
HTML |
Publication 571 |
Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations |
PDF |
HTML |
Publication 575 |
Pension and Annuity Income |
PDF |
HTML |
Publication 590 |
Individual Retirement Arrangements (IRAs) |
PDF |
HTML |
Publication 794 |
Favorable Determination Letter |
PDF |
Publication 939 |
General Rule for Pensions and Annuities |
PDF |
HTML |
Publication 963 |
Federal-State Reference Guide |
PDF |
Publication 3066 |
Have you had your Check-up this year? for 401(k) Retirement Plans |
PDF
|
Publication 3636 |
Employee Plans Brochure |
PDF |
Publication 3998 |
Choosing A Retirement Solution for Your Small Business |
PDF |
Publication 4118 |
Lots of Benefits - Retirement Plan Life Cycle |
PDF |
Publication 4222 |
401(k) Plans for Small Businesses |
PDF |
Publication 4224 |
Retirement Plan Correction Programs |
PDF |
Publication 4284 |
SIMPLE IRA Plan Checklist |
PDF |
Publication 4285 |
SEP Checklist |
PDF |
Publication 4286 |
SARSEP Checklist |
PDF |
Publication 4324 |
Employee Plan Examination Process |
PDF |
Publication 4333 |
SEP Retirement Plans for Small Businesses |
PDF |
Publication 4334 |
SIMPLE IRA Plans for Small Businesses |
PDF |
Publication 4336 |
SARSEP for Small Businesses |
PDF |
Publication 4405 |
Have you had your Check-Up this year? for SIMPLE IRAs, SEPs, and Similar Retirement Plans |
PDF |
Publication 4406 |
403(b) and 457 Retirement Plans (with plan feature comparison chart) |
PDF |
Publication 4407 |
SARSEP - Key Issues and Assistance |
PDF |
Publication 4460 |
The Retirement Plan Products Navigator |
PDF |
Publication 4482 |
403(b) Tax-Sheltered Annuity for Participant |
PDF |
Publication 4483 |
403(b) Tax-Sheltered Annuity Plan for Sponsor |
PDF |
Publication 4484 |
Choose a Retirement Plan for Employees of Tax Exempt and Government Entities |
PDF |
Publication 4530 |
Designated Roth Accounts Under a 401(k) or 403(b) Plan |
PDF |
Publication 4531 |
401(k) Plan Checklist |
PDF |
Publication 4546 |
403(b) Plan Checklist |
PDF |
Publication 4547 |
Have you had your Check-up this year? for 403(b) Retirement Plans |
PDF |
Publication 4587
|
Payroll Deduction IRAs for Small Businesses
|
PDF |
Publication 4674
|
Automatic Enrollment 401(k) Plans for Small Businesses
|
PDF |
Products |
Name |
Title |
Ordering Link |
Publication 1066C
|
A Virtual Small Business Tax Workshop DVD
|
Order |
Publication 4050
|
Retirement Plan Correction Programs CD-Rom
|
Order |
Publication 4224
|
Retirement Plan Correction Programs Publication
|
Order |
Publication 4395
|
IRA Resource Guide for Small Business Owners and Individuals CD-Rom
|
Order |
Additional forms, publications, and ordering instructions may be found at:
www.irs.gov/formspubs/index.html
|