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Form 5500-EZ AR: What You Should Know

The forms must  How to File A Form 5500-EZ How to File an Individual Retirement Account Report for 2023 and 2023 — ABA I am not sure if you need to file a Form 5500 to report the excess of your Solo 401(k) contributions above your applicable IRA limits. I can post comments on it if you need it.  Form 5500 Filing Requirements — PDF For a solo 401(k) in 2023 (tax year ending June 30, 2017) for the plan year ending 2/18/16 that has excess contributions over 50k. If the excess contributions in 2023 exceed 250000, the filing requirement is at any point in the year 2/18/17 (assuming that the excess contributions were made in 2016). Sep 20, 2023 — For a solo 401(k) in 2023 for the plan year ending 2/18/16, the filing requirement is 2/18/16. Jul 1, 2023 — For a solo 401(k) in 2023 for the plan year ending 2/18/16, the filing requirement is 2/18/17. Form 5500 Filing Requirements — PDF Filing requirements for a solo 401(k) in 2016, 2017, a separate Form 5500 and Form 5500 N for an individual, for 2017.

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