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Form 5500 - Schedule I AR: What You Should Know

Instructions for Form 5500 | Internal Revenue Service Employer Information (EIA) Form 1038 Instructions for EIA Form 1038 | Internal Revenue Service Instructions for EIA Form 1038 | Internal Revenue Service Employee Benefit Plan (EBP) Regulations Instructions for Form 8582 | Employee Benefit Rights Act of 1974 | Internal Revenue Service Instructions for Form 4972.15 | Regulations N-94, 2013-22, and 4972.3 | Regulations N-94-O (2013)-23,  Instructions for Form 5066 | Regulations N-5066 - 15 – 1 | Internal Revenue Service Instructions for the Form 1099-L : A Guide for Reporting Income from Individual Retirement Plans, Profit-Sharing Plans, and Similar Entities | Internal Revenue Service June 27, 2023 — The IRS will begin requiring information under the section 1202 return for the period between January 1, 2005, and December 31, 2015.  When the filing requirement is enforced, Form 15-A [and similar] will be sent to you for each quarter of that period you claim the benefit.  Instructions for Form 15-A | Internal Revenue Service Instructions for Form 1099-R : A Guide for Reporting Your Income and Expenses as a Service Provider | Internal Revenue Service July 31, 2022- File Form 1099R for the period from the date of your qualifying employee and the year in which that employee joined you, so long as both years of that qualifying employee's employment qualify for reporting under section 401(k).  Electronic Form 1099-MISC — IRS Publication No. 1175 | Internal Revenue Service Forms 1099-MISC and 1099-STR will be transmitted via e-mail to the recipient.

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