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CO online Form 5500 - Schedule H: What You Should Know
Finance 101 | Internal Revenue Service The 2023 Form 5500 and the 5500-EZ are the two most frequently used forms for reporting 401(k) plans with plan participants. These forms are easy to use and are a good way (both online and paperless) to report your information. There is also now a new version of both of these forms that are electronic file (PDF). For more information see: This PDF file is required to be filed (Form 5500) as part of the application. For information on the application please see Information for Plan Participants. In order to understand the 5500 and 5500-EZ filing process you may want to review: Planning Tips | Internal Revenue Service Finance 101 | Internal Revenue Service Tax Bulletin 2015-13 | IRS The Internal Revenue Service has published a new Notice for 2015-16 that describes changes in the requirements for reporting certain accounting periods that involve a plan contribution. The following instructions provide additional tax information and important date information for reporting plans. For most types of plan contributions you must use the following date. The following instructions for the reporting of a contribution are included in the Form 5500-EZ (PDF). Important Changes The date for reporting a plan contribution for a calendar year begins to be based on the day the plan is established by the employer. The beginning date for the reporting period cannot be changed. This must be the first day that your plan is open for plan services. However, if your plan is open only for a limited period of time before you provide an agreement for a new reporting period, you should file a new application for a reporting period at that time. You will be able to determine the new beginning date for reporting a plan contribution based on the last date your plan would not have been open for plan services. Reporting of Plan Contribution Period For a Qualified Plan The date for a plan contribution period begins to be based on the first day that your plan becomes open for plan services. It is the date you provide an agreement for the new period of reporting, as described in the definition of “open for plan services.” If the plan has a reporting period that begins for more than one year, then the reporting period for the applicable plan year (i.
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