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Form 5500-EZ Texas Dallas: What You Should Know
Form 5500 Series, for use by owners of a one-participant (owners and their spouses) retirement plan. There are few requirements for the owners and their spouses. 1. You are the sole owner or co-owner of a one-participant (owners and their spouses) retirement plan. 2. You qualify under the requirements in Section 1001(a) of the Code. 3. Furthermore, you meet the requirements for the one-participant (owners and their spouses) retirement plan under Section 104A of the Code. 4. Furthermore, you are filing your tax return under the one-participant (owners and their spouses) retirement plan. 5. Furthermore, you meet the requirements for the one-participant (owners and their spouses) retirement plan under Section 104(a)(2) of the Code. 6. Furthermore, you are required to file Section 104(a) with the plan in which you are establishing the plan on or before May 31, 2023. If you do not qualify under Section 104(a), you are required to amend the plan for a change in ownership to provide for joint or survivor election. 7. The form is for each plan: 1. Plan Year One 2. Plan Year Two 3. Plan Year Three 4.
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