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Atlanta Georgia online Form 5500 - Schedule I: What You Should Know
What forms/documents should we include? What are the filing hours for Georgia? If you are filing a form 1550 from Alabama, Arkansas, Illinois, Indiana, Missouri, or Michigan with the IRS, you must attach a Form 5500. You may also need to make corrections in the form 1550 to help the IRS understand what you are requesting. What if a pension plan's plan administrator is exempt from Federal income taxes? In such a case, you must pay federal income taxes on these funds at the pension plans. What if a pension plan's plan is exempt from Federal income taxes? In such a case, your pension plan administrator should also file Form 5500. Can my pension plan (which I have no control over) pay the retirement income to me? If your employer has a nonqualified retirement plan, you may have no control over the distribution or payment of the retirement income (even if you are eligible for it); however, your employer may make it a condition of employment to have a plan in place that is nonqualified. See Pub. 15-A (Forms 5500-A, 5500-EZ, and 1550-A), and see Publication 15-B and Publication 15-C. For further information about retirement income in nonqualified plans and the pension income rule, go to page 10 of the Form 2106. What are the deadlines for filing Form 5550? See our Forms 5550 for the date by which you should file a Form 2106, Report of Pension Benefit Payroll Deductions. I am a member of a trust whose trustee is a registered investment advisor. Is this legal? If the trust is a qualified plan, then the plan administrator is required to include information on Form 2106 under Item 2, column (c) in the employee's pay period. Is it legal? If the trust's trust is the only individual in an LLC or S corporation, then we believe that the plan administrator is required to make this Form 2106. I am a plan member in a qualified plan with a member-only rule. Can my spouse receive a pension or annuity from me? For plan members with a member-only rule, a participant who is not eligible for retirement benefits in the plan (such as a spouse) will generally not receive any benefits.
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