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FAQ - Form 5500-EZ

What is the purpose of Form 5500-EZ?
Form 5500-EZ must be filed by a U.S. citizen or resident alien who may be applying for any of the following tax-exempt benefits: A certificate of exemption or certificate of exemption from U.S. income tax, Form 8809, U.S. Individual Income Tax Return A certificate of exemption or certificate of exemption from U.S. income tax, Form 8809, U.S. Individual Income Tax Return A deduction under section 6421, A deduction under section 6421, A payment to a qualifying charitable organization under section 170(c), or A payment to a qualifying charitable organization under section 170(c), or A tax-free sale or exchange of an interest in property for which you are eligible under section 6111(c) or 6611(c) Note: The Form 5500-EZ is not filed when an individual files a tax return for the tax due on Form 1040 or a U.S. government tax return, including an extended quarterly U.S. income tax return form, which includes Form 8949. Who is eligible to file Form 5500-EZ? If you are eligible to file Form 5500-EZ, you must complete and attach this form for each year of claim for benefits under these exemptions. However, you may not claim a tax deduction for the full amount of your eligible itemized deductions. Instead, you may claim the smaller amount that exceeds your eligible itemized deductions. For more information on claiming your tax deduction as you go along, see Publication 527, Tax Guide for U.S. Citizens and Resident Aliens Abroad. You are considered to be a bona fide resident alien of the United States for tax purposes if all the following conditions are met: You are physically present in the United States when you file your tax return. Furthermore, you reside in the United States on a full-time basis for 183 days in any taxable year, and You are not eligible to obtain the visa, permanent resident, nonresident alien, or other benefit described above because you are a national of another country, are in jail, are under indictment, have been dishonorably discharged from the armed forces, or are a national of a foreign country. For more information, go to: Elections for U.S. citizenship under the laws of the United States Who can file Form 5400 if U.S.
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