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Form 5500-EZ for Waterbury Connecticut: What You Should Know

For your convenience a printable version of the forms is also available. Form 5500-EZ is the annual return of one participant and his or her spouse. The annual return is in a file on the U.S. Treasury Department. If you are a plan sponsor, the IRS and/ or your plan must file an annual report of the plan.  IRS Publication 5500 contains the information necessary to comply with Internal Revenue Code Section 401(a)(31). On-Line Tax Filers Needed You have found a page of our website devoted to forms for Form 5500-EZ for your information and use. Unfortunately, we have only a small amount of information. Therefore, we require you to print out, sign, date and mail the form to us. We will need you to provide us with your personal information. We will need this information to process and file the tax return. Furthermore, we also need this information to mail you the tax return. You will have to make sure that we are authorized to receive these Form 5500-EZ forms and that we have been assigned the plan. Thank you for your business. We do not know who your plan sponsor or fiduciary may be. However, if your plan sponsor or fiduciary has an account with a financial institution located in the United States, it is in our best interest to receive the return. We can verify this by accessing that institution's account information and the Form 5500-EZ form that will be mailed to us. We have no information in our accounting records for the Plan Sponsor's or Fiduciary's account for the year ending December 31, 2015. If you have access to the employer's E-rate or similar Internet account, you can provide your employer with the information as well as the information needed from us to process the return. If you are unsure about the identity of someone who may have received Form 5500-EZ on behalf of a plan sponsor / fiduciary contact the account holder or your employer's personnel office. It is recommended that you contact the Federal Government at. We will provide you with the contact information for the information service that can assist you. Fidelity Investments will receive the return only when and if you have signed each and every line of the return. You are expected to sign the Form 5500-EZ (see below) and send it to the address below.

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