For purposes of filing Form 5500EZ, a one-participant retirement plan is a plan that covers: 1. Only the participant and/or spouse of a business (incorporated or unincorporated) that is wholly owned by the participant and/or the spouse; or 2. Only partners of a partnership and/or their spouses. Thus, Form 5500EZ cannot be filed by a corporation with more than one stockholder unless the only other stockholder is the spouse.

Employee benefit plans subject to the reporting requirements of ERISA are required to file a Form 5500 for the plan. Your Cafeteria Plan is not an ERISA plan, but components under your Cafeteria Plan for example, a Health FSA, is an ERISA Plan. ERISA regulations require an annual form 5500 unless an exemption applies such as unfunded and/or fully insured plans with fewer than 100 participants at the start of the plan year. Church and governmental plans are not subject to ERISA. See similar questions...

File the Form 5500, with any required schedules, statements, and attachments, to the following addresses: File the Form 5500-EZ, with any required schedules, statements, and attachments, to the following addresses: of July 1, 2001, all Forms 5500 (including 1998 and prior year Forms 5500, 5500-C/R, and 5500-EZ) must be filed either electronically or at the EFAST addresses specified above. See similar questions...

Paper forms must be obtained from the IRS or printed using software from an EFAST approved software developer. Filings using photocopies of approved forms or other substitute forms may be returned or cause correspondence requiring additional information. See similar questions...

The Form 5500 should be mailed to CRS once it has been signed. CRS will forward the Form 5500 to DOL. A plan typically having at least 100 participants at the beginning of the plan year is considered to be a large plan requiring an audit by a qualified independent public accountant. The auditor’s opinion report is attached to the Form 5500. See similar questions...

The plan trustees and employers sign the 5500 form. In many cases the trustee and the employee are the same person, and the same person can sign both lines on the 5500. See similar questions...

Yes. All Form 5500 and Form 5500-EZ filings are subject to preliminary computerized edit checks that check for things such as completeness, accuracy, timeliness, internal consistency, missing schedules or attachments, and failure to answer mandatory questions. See similar questions...

The toll-free EFAST Help Line telephone number, 1.866.463.3278 provides assistance in the following areas: Inquiries regarding correspondence received from EBSA about EFAST processing of Form 5500 or 5500-EZ filing; Customer service representatives are available at this toll free number Monday through Friday from 8:00 am to 8:00 pm Eastern Time except for federal holidays. See similar questions...

The most current Form 5500 Annual Return/Report form issued (and indicate in the appropriate space on the first page of the Form 5500 the plan year for which the annual return/report is being filed if different from the most current Form 5500), or The Form 5500 Series Annual Return/Report form issued for the plan year for which the relief is sought (but not a Form 5500-R if the filing is for a 1998 plan year or a prior year) Late Filers - Plan administrators filing a late annual report (i.e. See similar questions...

Any individual (resident or nonresident) or business entity (partnerships, corporations, s-corporations) who receive taxable compensation are required to file a Form OL-3 and pay the occupational tax to the Revenue Commission, if due. If taxes are not withheld by your employer or you are engaged in a business, you must file a Form OL-3 each year whether or not tax is due. Business activity includes rental property, sole proprietorships (Schedule C), partnerships, and corporations. See similar questions...

There are free Income Tax Clinics in K-W that prepare tax returns for families with low income. The K-W YMCA organizes a free income tax return clinic every year during the second week in March. You can call to book an appointment. If we are full, we will book you an appointment with other free income tax clinics in the city. See similar questions...

For tax years beginning on or after January 1, 2000 for corporate income tax and on or after January 1, 2001 for franchise tax, the franchise tax must be reported with Form MO-1120 or MO-1120S. Schedule MO-FT must be included with either Form MO-1120 or Form MO-1120S. If you are not required to file Form MO-1120 or MO-1120S, you must complete the upper portion of either of these two forms, mark the box "franchise tax only" and then complete Schedule MO-FT. See similar questions...

The due date is determined by the beginning date of the corporation's taxable period. The return is due the fifteenth day of the fourth month from the beginning of the taxable period. For example, if a corporation's year-end is December 31, 2007, then its 2008 franchise tax return is due April 15, 2008. For fiscal year-end corporations, such as March 31, 2008, their 2008 franchise tax return due date is July 15, 2008. See similar questions...

The IRS filing deadline for the Form 5500 is seven months after the plan year ends. For a plan year ending December 31st, the filing deadline would be July 31st. See similar questions...

The filing deadline can be extended by a corporate extension or by request via Form 5558 Application for Extension of Time to File Certain Employee Plan Returns. If your company has a corporate tax extension, then the filing deadline is automatically extended one and a half months. The Form 5558 requests an extension of two and a half months specifically for the Form 5500. See similar questions...

Yes. The Revenue Commission must be advised in writing that there was no activity conducted within Louisville Metro, Kentucky, or Jefferson County. Check the box on Form OL-3 that indicates "No Activity". If you plan to conduct no activity within this jurisdiction in the future, also check the "Final Return" box and indicate the date activity ceased in this jurisdiction. The Revenue Commission will then close your occupational tax account. See similar questions...

If you used tax preparation software (like Turbotax or Taxcut), use the software to print out form 1040, 1040A, or 1040EZ, as applicable. Sign the document and send it to us. Forms 8453 and other summaries of electronic filing are not acceptable for financial aid purposes. If you cannot obtain form 1040, 1040A, or 1040EZ, call (800) 829-1040 to request a tax transcript from the IRS. See similar questions...

Yes, as you finish filling-in your CT600 form, click the PRINT button, given at the end of the last page of form, to take a printout to save as a hardcopy. To save online, click the SAVE button, which provides the Tax Return form in the PDF format. See similar questions...

No. A special form is not needed to file an amended or an additional return. A copy of the original form may be used. Indicate additional or amended by writing it on the return. For additional sales tax forms, click here. See similar questions...