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Form 5500-EZ for Syracuse New York: What You Should Know

Form 5500-EZ — IRS Form 4142 — IR-2013-31, Form 4144 for a Roth IRA — IRS and the IRS Pub. L. No. 101-54, Investment Advisers' Liability Protection Program. Forms 5500-SF and 5500-EZ, Annual Return of One Participant for Individual Retirement Arrangements — IRS This tax form is generally used by the owner of a retirement or profit-sharing plan who intends to withdraw an amount by contribution from the account by which the plan is funded. As such, the form is used by owners of a 401(k) or other individual retirement account to indicate to the Internal Revenue Service (IRS) how much of each participant's annual income is invested for withdrawal by the account owner for withdrawal from the account.  What it is not is a substitute for a traditional 1040 Schedule for annual income and distributions, including retirement annuities.  Forms in the 5500 series are used by plan sponsors, managers or investors to electronically fill out an Annual Return and Report to the IRS and submit copies to state plan commissions and trustees.  Form 5500-SF, Annual Return of One Participant — IRS The annual returns used for the 5500 series are the same as the regular series forms. It is more like a summary and annual report of benefits than a regular paper form.  Form 5500-SF, Annual Return of One Participant for Individual Retirement Arrangements, is used to report income tax and self-employment tax on one individual's total annual income, whether earnings are distributed. The filing requirements are more onerous than the Forms 5500-PF, Pics, SEPs or SIMPLE IRAs used by some other plans.  The tax forms are required, except as provided by specific sections of the Internal Revenue Code (which are found in the title of the form). Forms in the 5500 series are used by plan sponsors, managers or investors to electronically fill out an Annual Return and Report to the IRS and submit copies to state plan commissions and trustees for distribution to participants. It is the sponsor, plan administrator or investor that generally determines what is required to get a report, but many plans use Forms 5500-SF because these forms will not produce a paper summary or annual return.

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