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Form 5500-EZ Chandler Arizona: What You Should Know

Form 5500 Series Returns/Reports -- IRS Official Web Page This is a government webpage that enables you to¬†view, download and/or print Form 5500 series returns/reports filed since January 1, 2010.¬†The IRS¬†has posted this page on their official website as this tool may not be¬† available¬†to you in your state. Form E-ZEP,¬†Annual Financial Statement ‚ÄĒ IRS This form (Form E-ZEP,¬†Annual Financial Statement) is used by certain plans for one or¬†two calendar years to report a participant's distributive share of an individual's compensation and other investment income/losses. Generally, the individual must have been a participant in the plan for at least five complete calendar months before the end of the year.¬†Participants must also be either (a) an employee of an organization that has been granted an exemption under section 501(c)(3) and (b) the chief executive officer or majority shareholder of such the organization.¬†The IRS requires that a return for a year under the plan be filed on or before the 10th day after the close of the first fiscal year during which the compensation or other investment income or losses¬†occurred. However, the plan is allowed only to report compensation earned during the year and any additional compensation that occurred in the year as long as the compensation is treated as compensation earned in the year. Nonqualified and unearned compensation must be reported in this return.¬†The participant must also report the distribution amounts received as distributions to any IRA, Roth IRA, or trust account (other than a plan-specified Roth account or a Roth-to-Roth conversion.¬†Distributions may be used to fund qualified educational expenses that the participant can reasonably claim were for eligible educational expenses, such as a student loan, a scholarship to a qualified organization or a qualified tuition program or payment of tuition and related fees for a qualified health or dental plan, for an educational or medical school, a nonprofit, public or private elementary or secondary school, or a student-oriented adult day care center), as well as any distributions received as a lump-sum for a distribution under section 408(m) of the Internal Revenue Code, in its entirety (including such additional amounts as may be included in the distribution for distribution to an IRA, Roth IRA, trust, or eligible retirement plan).

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