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2015 form 5500 ez instructions

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The document provides instructions for completing Form 5500-EZ, which is the annual return for one-participant retirement plans and foreign plans not subject to ERISA requirements. It outlines filing requirements, including new electronic filing regulations effective from 2015, compliance questions, and penalty relief options for late filers. The document also details who must file, how to file, and specific instructions for reporting plan information, participant data, and financial details.

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Who is required to file form 5500-EZ?

You must file Form 5500-EZ for a retirement plan if the plan is a one-participant plan or a foreign plan that is required to file an annual return under section 6058(a). 3. Does not provide benefits for anyone except you (or you and your spouse) or one or more partners (or partners and their spouses).

What is the difference between form 5500 and 5500-EZ?

There are 3 types of Form 5500: Form 5500-EZfor one-participant plans only; Form 5500-SF for plans with fewer than 100 participants; and Form 5500for plans with 100 or more participants. Forms 5500 and 5500-SF must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2)Opens in a new window.

What are the requirements to file 5500-EZ?

A filer must file the Form 5500- EZ electronically using the EFAST2 Filing System for plan year beginning on or after January 1, 2024 if the filer is required to file at least 10 returns of any type with the IRS, including information returns (for example, Forms W-2 and Forms 1099), income tax returns, employment tax

Which form 5500 should I file?

One-participant plans or foreign plans must file the Form 5500-EZ. If you are not subject to the IRS e-filing requirements, however, you may file a Form 5500-EZ on paper with the IRS. See the Form 5500-EZ Instructions for more information.

Can form 5500-EZ be filed electronically?

All filers are encouraged to file Form 5500-EZ electronically. It is safe, easy to complete, and you have an immediate record that the return was filed. You can no longer use the Form 5500-SF in lieu of Form 5500-EZ.

Can you switch from a 5500-sf to 5500-ez?

You can no longer use Form 5500-SF in place of Form 5500-EZ. Certain foreign plans maintained outside the U.S. by a domestic employer or a foreign employer primarily for the benefit of nonresident aliens must file Form 5500-EZ rather than Form 5500.

What is reasonable cause for form 5500-EZ?

Reasonable cause basically is a legitimate excuse for not filing on time. This means that you will basically need to convince the IRS that it was impossible for you to file the form due to unforeseen circumstances. Essentially, you did everything a reasonable person could have done to timely file.

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