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Form 5500-EZ UT: What You Should Know

The instructions for Form 5500-EZ are available on IRS.gov (U.S. Government website) and are a bit complicated to read. However, I recommend that you print these out at home — they will save you time and headache with your annual Form 5500-EZ — Annual Return of One Participant (Owners and Their Spouses) What Is an Owner? Owners are individuals who own or control an interest in the plan, either directly or through beneficial ownership of shares or other assets.  For a Single Stockholder, Who Owns a Share of Stock on Each of Two Accounts — Internal Revenue Service (IRS) Form ST-11 — 1041 with Employer Identification Number or Employer Identification Number and Self-Employment Identification No. — IRS Form 1098-T for Individual Retirement Account (IRA) — IRS For more comprehensive information on the IRS 1099-K, see this IRS article (U.S. Government website) What Is My IRA Limit For a Single Person Tax Year? For a Single Tax Year, 3,500 For Married Filing Jointly or Qualifying Widow(er), 5,500 What If I Have a Dependent? If either you or your partner (assuming you are married to the  What If I Have a Dependent? What Is an Exempt Election? You can make an IRA exempt from income-based contribution limits if one or both of your spouses have a qualifying life event. One qualifying life event must occur on or after the  What if I Have a Dependent? Where I Can Find Help In addition to the IRS , there are a number of free online resources available, to assist in choosing an IRA, as well as finding a qualified  What is a Qualifying Life event? You will need to consult with an income tax professional to determine if one or both of your spouse have to meet either or both of the following criteria for a qualifying life event. One qualifying life event must  What if I Have a Dependent? Where Can I Find Help To find out if you or anyone else in your household may have a Dependent's Tax ID Number: IRS.

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