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Form 5500-EZ for Surprise Arizona: What You Should Know

You need to register your retirement plan with the state where you reside and must submit a letter from your state retirement plans administrator. The form is available at IRS.gov. Form 4361 — Form Filing Status Identification Form 4361 is a form that can be used to determine which retirement plan you are filing for. Form 4361 may be used for a traditional IRA, SEP IRA or SIMPLE IRA (PROP). The form can also be used for a Roth IRA and to see if the account holder is enrolled in a tax shelter. You can file it by filling out a completed form 4361. Form 4361 can be filled out online or by calling a financial institution that has a completed FAST Form 4361, FAST DRAFT 4361 or FAST DRAFT 4362. Form 4361 can be filled out by completing, signing or sending it to the IRS. Form 4361 can also be sent using mail. If you have a traditional IRA or a Roth IRA, this form does not provide enough information to determine your filing status or to see if you are enrolled in a tax shelter. It is important that you check with your financial institution in the event that you wish to use Form 4361 to verify your filing status. In addition, you should verify using this Form 4361 which retirement account type you are using. You can submit the form electronically on IRS.gov by clicking here. A financial institution will not provide you with a paper Form 4361 if you have not previously done so. It will cost you .25% of your account balance. You may check with your financial institution whether they charge you the per-transaction fee required to process Form 4361. If the FAST has issued a final interpretation regarding Form 4361, the IRS will not accept the application and will not process Form 4361. Form 8606-EZ — Nonreimbursable Medical, Dental and Vision Insurance Form 8606-EZ is used by individuals who do not receive employer contributions for their current coverage under a group health plan or self-insured group health plan and who plan to terminate the coverage. If you are a participant in an HSA or an Individual Retirement Account (IRA), you may be able to get this form free of charge when you file your income tax return. If you does not get the form back, you can order it at the IRS website by clicking here.

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