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

In the past, the IRS only allowed people to fill this out if they are self-employed.  I believe this is still the case, as I have heard nothing from a person who is self-employed who can get this done. My recommendation would be to be honest and open with the IRS and wait for the form to process before claiming you need to file a 5500/5500-SF/5500-EZ for yourself. Don't waste your time, and it's also important to know if this is a tax filing requirement or merely a paper trail for the IRS.  What the 5500 line means: The 5500 line is used to verify that the Form 5500-EZ is not a self-employment tax return and should not be treated as a retirement plan report. If the 5500 line doesn't show a check to the right of the line that is the 5500 line, then the person may be submitting their information on the 5500 line of the PRO Plan Form 5500-EZ.  The PRO Form 5500-EZ is used if you are not self-employed, but are a CPA or a member of a CPA firm that is a member of a PRO Pooled Plan with you, but that pool is not a self-employment plan; the pool is not in your own account, you are not self-employed, and you are a CPA or another group member who is a CPA.  What the IRS calls this, is a “Tolling” Form: So a common mistake to avoid is the use of “Tolling Forms” and some people call this a “common mistake”. For many practitioners, however, the use of this “common mistake” has caused their professional reputations to be damaged when they should have remained professional. Some practitioners have not taken the proper courses to become properly familiar with how the PRO PRP Form 5500-EZ works. Some have been asked to “untold” certain Forms when their PRO Plan Form 5500-EZ was not an ERICA required Form filed against the PRO Plan, or was mistakenly filed against a PRO plan. Many have received letters informing them that a Form 5500 has been placed on their professional PRP.

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