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Form 5500-EZ for Chico California: What You Should Know

Form 5500-EZ Instruction and Instructions for 5500-EZ .pdf (2.0 MB) (PDF is a file format used by most computers and an Adobe Acrobat Reader or similar program is required to view or print this file). All the information below can either be printed from this form or viewed onscreen. Part IV: Form 5500-EZ — Annual Return Identification Information For the calendar years 2024 and following, the IRS will continue to use Form 5500-EZ to identify participants, owners, and spouse. For the calendar year 2024 and following, the IRS will continue to use Form 5500-EZ to identify owners and spouses who make contributions to a retirement plan, but will no longer provide the information required in the Form 5500-EZ. Instead, the owner will provide a copy of the completed Form 5500-EZ. For the calendar years 2024 and following, the IRS will continue to use Form 5500-EZ to identify participants and owners, as well as provide the information required in the Form 5500-EZ. The Form 5500-EZ will not provide this information. Instead, the owner will provide a copy of the completed Form 5500-EZ. The number of owners is shown in column A of Schedule D (Form 5500-EZ) and the number of owners/participants in this information report is shown in column B. Employees are individuals and businesses that are registered or who are deemed to be registered to make distributions of income, gain, or loss from a retirement plan or a distribution from a deferred compensation plan, which distributions are from a plan not based on an employment relationship. A plan is not considered to be based on an employment relationship if there is no employment relationship. Employees may have self employed individuals as directors or officers, partners in partnerships, proprietors, employees who are not shareholders, and others also considered to be employees.  Owners/participants who are also trustees and are receiving distributions may be shown in column C. Part II: Form 5498, Information Regarding Transfers From A Retirement Plan, Transfers From a Retirement Plan to Another Retirement Plan, and Transfers From a Deferred Compensation Plan, and for Planning Purposes For Plans Based On a Form of A Distribution From A Publicly Managed Plan — IRS This Form is not to be filed with the tax return but must be attached.

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