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Who is exempt from filing 5500 Form: What You Should Know

How Many People Will File Each Form 5500? — IRS One-participant plans with three or more participants must file Form 5498. If you are not subject to the IRS E-filing requirements, however, you may file a Form 5498 each year under the current filing schedule.  Do You Have to file a Form 5500 if You Have a Roth IRA or Cover dell Education Savings Account?   If you have a traditional individual retirement account or a Roth IRA and have reached age 59½, you can choose to either file a Form 5500 to report or do not file a Form 5500. What is the Difference Between Form 5498 and Form 5500?   Since both 5498 and 5500 are tax forms the IRS requires for reporting, but only Form 5498 requires e-File, we recommend that you use the most recent form. A form 5498 may still be used for some reporting purposes if the e-file is not required under the current filing schedule, or you don't want to file a Form 5498. What Do You Do When Your Retirement Income Modifies or Expands Your Income?   Here are some of the important steps you should take: For more information on your retirement needs, contact your financial advisor.

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