5305-RB
Roth Individual Retirement Annuity Endorsement
3 fields, 2 pages
5305-SEP
Simplifies Employee Pension-Individual Retirement Accounts Contribution Agreement
7 fields, 2 pages
5305-B
Health Savings Trust Account
6 fields, 2 pages
5305-C
Health Savings Custodial Account
6 fields, 2 pages
15250
Nonbank Trustee/Custodian Status Notification
13 fields, 1 page
5305-EA
Coverdell Education Savings Custodial Account
15 fields, 2 pages
8717-A
User Fee for Employee Plan Opinion Letter Request
17 fields, 2 pages
5558
Application for Extension of Time To File Certain Employee Plan Returns
13 fields, 3 pages
5305-E
Coverdell Education Savings Trust Account
15 fields, 2 pages
8951
User Fee for Application for Voluntary Correction Program (VCP)
20 fields, 3 pages
8717
User Fee for Employee Plan Determination Letter Request
18 fields, 2 pages
14568-F
Model VCP Compliance Statement-Schedule 6 Employer Eligibility Failure (401(k) and 403(b) Plans Only)
13 fields, 1 page
14568-A
Model VCP Compliance Statement - Schedule 1: Plan Document Failures for 403(b) Plans
18 fields, 2 pages
14568-G
Model VCP Compliance Statement- Schedule 7 Failure to Distribute Elective Deferrals in Excess of the 402(g) Limit
20 fields, 1 page
8915-B
Qualified 2017 Disaster Retirement Plan Distributions and Repayments
30 fields, 1 page
14568-B
Model VCP Compliance Statement - Schedule 2: Nonamender Failures for IRC 401(a) Plans
21 fields, 2 pages
4461-B
Application for Approval of Standardized or Nonstandardized Pre-Approved Plans
32 fields, 3 pages
5308
Request for Change in Plan/Trust Year
30 fields, 2 pages
5305-SIMPLE
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)-for Use With a Designated Financial Institution
32 fields, 6 pages
5304-SIMPLE
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)--Not for Use With a Designated Financial Institution
32 fields, 6 pages
8606
Nondeductible IRAs
45 fields, 2 pages
5309
Application for Determination of Employee Stock Ownership Plan
50 fields, 3 pages
14568-H
Model VCP Compliance Statement-Schedule 8: Failure to Pay Required Minimum Distributions Timely
36 fields, 2 pages
4461-C
Application for Approval of Standardized or Nonstandardized 403(b) Pre-Approved Plan
66 fields, 5 pages
14568
Model VCP Compliance Statement
45 fields, 3 pages
5500-EZ
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
78 fields, 2 pages
8851
Summary of Archer MSAs
93 fields, 2 pages
8950
Application for Voluntary Correction Program (VCP)
87 fields, 6 pages
8915-F
Qualified Disaster Retirement Plan Distributions and Repayments
101 fields, 4 pages
15417-D
403(b) Plan, Plan Limitation on Contribution and Benefits Worksheet Number 6A – Determination of 403(b) Status
105 fields, 3 pages
15417-C
403(b) Plan Coverage and Nondiscrimination Requirements for Employer Contributions (Other than Matching Contributions) Worksheet 5B – Determination of 403(b) Status
104 fields, 3 pages
14568-E
Model VCP Compliance Statement- Schedule 5: Plan Loan Failures(Qualified Plans and 403(b) Plans)
130 fields, 5 pages
14568-I
Model VCP Compliance Statement - Schedule 9:Limited Safe Harbor Correction by Plan Amendment
156 fields, 5 pages
5305A-SEP
Salary Reduction Simplified Employee Pension--Individual Retirement Accounts Contribution Agreement
221 fields, 8 pages
14568-D
Model VCP Compliance Statement - Schedule 4 SIMPLE IRAs
142 fields, 6 pages
6088
Distributable Benefits From Employee Pension Benefit Plans
264 fields, 2 pages
14568-C
Model VCP Compliance Statement-Schedule 3 SEPs and SARSEPs
178 fields, 8 pages
5330
Return of Excise Taxes Related to Employee Benefit Plans
304 fields, 6 pages
15417-F
403(b) Plans Nondiscrimination Requirements for Matching Contributions and Employee After-Tax Contributions Worksheet 11A–- Determination of 403(b) Status
286 fields, 6 pages
14581-E
Retirement Plan Coverage Compliance Self-Assessment For State and Local Government Entities
25 fields, 3 pages
14708
Streamlined Domestic Penalty Reconsideration Request Related to Canadian Retirement Plans
63 fields, 2 pages
15417
403(b) Plan Eligibility and Participation Worksheet 1A – Determination of 403(b) Status
81 fields, 2 pages
15417-A
403(b) Plan Minimum Vesting Standards Worksheet 2B – Determination of 403(b) Status
26 fields, 1 page
15417-B
403(b) Plan Miscellaneous Provisions Worksheet 4A – Determination of 403(b) Status
133 fields, 3 pages
15417-E
403(b) Plan Required Minimum Distributions Worksheet 9A – Determination of 403(b) Status
20 fields, 1 page
15417-G
403(b) Plan Elective Deferrals Worksheet 12A – Determination of 403(b) Status
88 fields, 2 pages
15417-H
403(b) Plan Distributions Worksheet 15 - Determination of 403(b) Status
257 fields, 5 pages
15417-I
403(b) Plan 403(b)(9) Retirement Income Accounts Worksheet 16 –Determination of 403(b) Status
88 fields, 3 pages
4461
Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Contribution Plans
54 fields, 5 pages
4461-A
Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Benefit Plan
55 fields, 5 pages
4972
Tax on Lump-Sum Distributions
58 fields, 4 pages
5305
Traditional Individual Retirement Trust Account
10 fields, 2 pages
5305-A
Traditional Individual Retirement Custodial Account
10 fields, 2 pages
5305-R
Roth Individual Retirement Trust Account
9 fields, 2 pages
5305-R
Roth Individual Retirement Trust Account
9 fields, 2 pages
5305-S
SIMPLE Individual Retirement Trust Account
9 fields, 2 pages
5305-S
SIMPLE Individual Retirement Trust Account
9 fields, 2 pages
5306
Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA)
68 fields, 3 pages
5306-A
Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)
79 fields, 3 pages
5310-A
Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
51 fields, 5 pages
5329
Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
75 fields, 3 pages
8915-D
Qualified 2019 Disaster Retirement Plan Distributions and Repayments
30 fields, 1 page
15091
Benefit Assurance
18 fields, 1 page
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Retirement & savings plans FAQs
What forms are in this topic?
It holds 63 IRS forms, such as 5305-RB, 5305-SEP, and 5305-B.
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