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Form 5500-EZ Jurupa Valley California: What You Should Know

Posting on the web does not constitute acceptance of the information provided in an annual return, and may not substitute for any  document that is required to be filed with the IRS. The form will generally be issued by the IRS by mail, but the due date may be delayed.  The IRS will use information provided in the return to determine whether the plan meets the requirements to be an ERICA Plan and to establish the  amount and source of contributions (or distributions) based on tax considerations. Please note: The IRS will not accept any information submitted on  the form that relates to a tax year other than the year for which the return is submitted.  Form 5500-SF/5500-EZ/F-1 (U.S. Federal Income Tax Return of One-Participant Retirement Plan) The Form 5500-SF (or 5500-EZ or Form F-1) is the return required when you are no longer a participant in a qualified retirement plan.

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