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Rochester New York Form 5500 - Schedule H: What You Should Know

Plan sponsors must file annual tax forms with the U.S. Treasury Department's U.S. Department of Labor (dollars and cents) for a range of tax years.  Form 5500 Short-Form and Summary  Jan 20, 2024 — The short form is filed by the plan sponsor for a one-time payment or for any annual payment due to the plan. A summary is a document that explains the contents of the Form 5500 Short-Form and Summary. Jan 20, 2024 — The basic requirements for the Form 5500 Short-Form and Summary are detailed in the Internal Revenue Manual (IRM), available via the IRS website at: Jan 20, 2024 — “The form is required to be filed annually, regardless of if the information is in the short form or the summary,” says Linda Geodes, executive vice president and secretary of the U.S. Labor and  Retirement Plans Division (USERS) at the US. Department of Labor. The summary is due no later than two years after the end of the plan year. (Note: A summary of the tax year is required regardless  of whether the summary is submitted in Form 5500 Short-Form or the summary is filed in the Form 5500 Short-Form or Summary.) All Forms 5500 Short Forms and Summary of Tax-Year Income, Expenses, Net Investment Income, and Other  Taxes of Plan Participants and Contributors Note that Form 4681 is not applicable or required for plan participants. Jan 20, 2024 — Form 4681 covers compensation and other items paid or accrued in the tax year, including compensation of individuals with fewer than 10 workers. “It is not filed or needed before the end of the tax year.” Jan 20, 2024 — “The Form 4681 shows the plan's information in a way that it is easily understandable,” says Linda Geodes, executive vice president and secretary of US LSD, an office of the U.S. Labor and  Taxation Department. “The form requires more than half the information from the 5500 Short Form summary, and it covers both annual and interim years.” Employer Filing Status and Name of Plan and Benefit Plan Sponsor.

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