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5500 Benefit Plans

Written by  | Published in: Products

5500 Benfit Plans

(Available to RDE Tax Software User ONLY)

5500 US Returns

500 US Forms

5500 US Worksheets

5500 US Participant Forms and Worksheets

5500 US New Forms, Worksheets and Client Documents

5500 US Returns

  •  Annual Return/Report of Employee Benefit Plan (5500)
  •  Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan (5500-EZ)
  •  Short Form Annual Return/Report of Small Employee Benefit Plan (5500-SF)

5500 Benefit Plans

5500 US Forms

  •    Form 2848 (Power of Attorney)
  •    Form 4506 (Request for Copy of Tax Return)
  •    Form 5330 (Employee Benefit Excise Tax)
  •    Form 5500 (Annual Return Employee Benefit)
  •    Form 5500-EZ (Annual Return One-Participant)
  •    Form 5500-SF (Short Form Annual Return)
  •    Form 5558 (Application for Extension)
  •    Form 8822-B (Change of Address)
  •    Form 8918 (Material Advisor Disclosure)
  •    Form 8955-SSA (Separated Participants)
  •    Schedule A (Insurance Information)
  •    Schedule C (Service Provider Information)
  •    Schedule D (DFE/Participating Plan)
  •    Schedule G (Financial Transactions)
  •    Schedule H (Financial Information)
  •    Schedule I (Financial Info - Small Plan)
  •    Schedule MB (Actuarial Information)
  •    Schedule R (Retirement Plan Information)
  •    Schedule SB (Actuarial Information)

5500 Benefit Plans

5500 US Worksheets

  •    Reorganization Worksheet (Plan in Reorganization Wrk)
  •    Schedule MB Worksheet (Funding Standard Account Wrk)
  •    Tax Return Summary

5500 Benefit Plans

5500 US Participant Forms and Worksheets

  •    Annual Funding Notice
  •    Other Statements
  •    Participant Slipsheet
  •    Participant Statement
  •    Participant Transmittal Letter
  •    Summary Annual Report

5500 Benefit Plans

5500 US New Forms, Worksheets and Client Documents

  •    Efile Authorization
  •    Filing Instructions (8822-B)
  •    Tax Authority Slipsheet (8822-B)

5500 Benefit Plans

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Last modified on Monday, 09 September 2013 22:17