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Santa Maria California Form 5500 - Schedule H: What You Should Know

To request a refund of a plan contribution, you must complete Form 5500-ES. For more information, or to find out why you may not be able to use a plan's Form 5500 after 2018, contact the IRS. If your plan filing is suspended due to insolvency (which can still occur while an insolvency proceeding is in progress), a Form 5498 is required. Forms 5498 will be filed with the IRS. You can find out if you can file without a Form 5498 online at this link. The information filed on Forms 5498 should match the information on the information return you filed. For more information, see IRS.gov/Forms5498 or contact the Taxpayer Advocate Service at. The information on Forms 5498 will not be processed because there was no report filed at the time. You may also wish to check with your plan administrator. If a plan administrator has not filed the Form 5498, we cannot process the submission. You will have the option of filing a Form 8606. For more information visit IRS.gov/8606 or contact the Taxpayer Advocate Service at. The information on Forms 5498 will not be processed because there was no reported income at the time of application or filing. You should check with your plan administrator. If a plan administrator has not filed the Form 5498, we cannot process the submission. You will have the option of requesting a waiver of any penalty imposed on a prior year Form 5498. For more information see IRS.gov/Forms-APF. 2023 Schedule H Financial Information.  You may download a copy of 2018 Schedule H Financial Information. You may also order by calling or by clicking. 2023 Schedule H Information Returns — SHAM You may download a copy of 2023 or 2023 Schedule H Information Returns — SHAM You may also order by calling or by clicking. Questions and answers on Schedule H Financial Information. Note: 2023 Form 5500 Information Returns are due by July 31, 2018. 2023 Schedule H Information Returns—SHAM are due by September 30, 2018.

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