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Form 5500-EZ Oklahoma City Oklahoma: What You Should Know

No, it is not OK.  Sep 21, 2024 — A Form 5500EZ is not a required Form 1040; it is more like a Schedule C. You can file the EZ separately, or you may file the actual Form 1040 (Form 1040A) for each taxpayer on which it is used. For example, I have a Form 1040, Form 1040EZ, and Form 5500. But you have Forms 1040A, 1040S, 1040T, 1040, 1040W, and 1040Y — Forms that do not have the EZ in them. Form 1040 has a space in which you state the name of your IRA or Roth IRA. No such space for 5500. Sep 21, 2024 — If someone has a Form 1040 and a Schedule C and a Form 5500 in front but is having trouble understanding how to fill it out due to a lack of understanding of the 1040 and 5500, let them download a copy of the 1040 form and then try again. They will need to complete the “other” section, on which they will put the date of birth for the child, their Social Security Number, and their name. Sep 7, 2024 — Can a Form 5500 be filed for the benefit of the owner (who will be 77 years old or younger when the plan ceases to exist), but the only beneficiary will be a son (17 years old/14) or daughter (16 years old/16) who will be participating in the plan for 20 years? Yes it can be. (If the owner dies before Jan 1, 2017, the EZ would have to be filed on the 2024 tax return. I'm wondering just how many of these plans will close before then? It seems we are just ahead of the curve! Sep 16, 2024 — The IRS rules do not require beneficiaries to be listed on Schedule C, E or F. That means the beneficiary(s) of a Form 5500 EZ do not have to be on the EZ form for which they are filing.

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