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Contra Costa California Form 5500-EZ: What You Should Know

How Do I File the 5500-EZ? Do I need to file Form 5500-EZ? What is the 5500-EZ? Filed as individual or as a family IRS Form 5500-EZ is an informational filing by one-participant plans to satisfy certain annual reporting and filing requirements imposed by the IRS. The 5500-EZ requires information about all participants in the plan. What is Required? 1) The primary beneficiary must report on Form 5500-EZ his or her name, taxpayer identification number (TIN), and date of birth. 2) The plan administrator must report on Form 5500-EZ the information (and provide the TIN) that is needed by the IRS to identify each participant. The 5500-EZ only applies to retirement plans, not other tax-exempt retirement plans such as 401k. What are the Qualifications for Filing Form 5500-EZ? To file Form 5500-EZ, each participant must have filed a completed Form 5500-A (or Form 5500-EZ) within 10 years prior to the date of the plan year in which a sale or exchange occurs; the participant must consent to the release of the information; the participant's name must not have been previously reported; and each participant's spouse and other dependent must have filed Form 5500-EZ within the same 10-year period and provide information needed to determine the information that should be reported on each Form 5500-EZ. The Form 5500-EZ must have been filed within the preceding 10-year period, and is required for each year that the participant participates at least in one participant-only plan for more than 10 planned calendar years. Each participant's name, TIN, and date of birth must be disclosed for all participant-only plans under which he or she participates. Each participant's spouse and other dependents must also have filed a Form 5500-EZ at least 10 years prior to the plan year in which the sale or exchange occurs. Are there any exceptions? There are no general exceptions to the requirements to report a sale or exchange, nor is there a “one-time-use only” exemption. However, this paper is not for or limited to persons with significant health issues.

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