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- Begin by entering the filer’s tax year in section A. This is crucial for accurate reporting.
- Fill in the name of the filer and their identifying number (either EIN or SSN) in sections B and C.
- Complete section D with the name and address of the plan sponsor, ensuring all details are correct.
- In Part I, select the appropriate tax section that applies to your situation. Only complete one section per form submission.
- For each applicable tax, provide detailed amounts as instructed, referencing any necessary schedules for calculations.
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