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Massachusetts Form 5500-EZ: What You Should Know

The IRS is now accepting e-filing for all 1099s, 1099-R/RU's and 1099-MISC (multiple employer retirement plans), even to individuals covered by those plans. You may wish to begin electronically filing by clicking here to obtain a Form 5500 e-filing agreement. The agreement provides you with a simple e-filing option to file by e-mail or download. Important Note Regarding Your Annual Report: If you complete and file a Form 5500 report by mail, be aware that the report will not reflect any adjustments to your earnings reported on the Form W-2. However, you still have to file an income tax return for both the year in which you made the adjustment to the earnings reported and for each of the two tax years in which that correction is reported. In general, you will file an income tax return by August 15.  Note: You can determine what form of return is required for the year in which your correction was made, even though you may be filing a Form 1040, 1040A, 1040EZ or 1040NR. If not, you will need to file Form 1040 or Form 1040A if the correction is required. The 1040NR, however, is not subject to a penalty, so you do not need to file it if you cannot make a financial correction. If you cannot file a Form 1040NR because of a correction, you will need to file Form 1040.  Form 5500-EZ is filed on file when you make an adjustment to your earnings reported on the Form W-2 of the year in which you make the adjustment. You could file a Form 1095 or Form 1095-EZ. You do not have to file both a 1095 and Form 5500EZ for the same year. If you wish, you can file a Form 5500EZ and a Form 1095 to combine your earnings and to correct the earnings on the form, if applicable. You can file Form 5500EZ if you made the adjustment to your income in the year in which you filed your Form 1040, 1040A, 1040EZ or 1040NR. You may not have to file a separate Form 5500 for each year in which you made the correction you report on the 5500; you can file a 5500 for the entire tax year in which you make the adjustment.

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