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Form 5500 - Schedule I Minnesota: What You Should Know

Schedules I and II are used for all U.S. residents, which include most U.S. residents. If only nonresident workers are enrolled, schedules I and II apply to only U.S. residents. IRS Form 5500: Information For Beneficiaries of Social Security Retirement Program Oct 3, 2023 — Plan description. Form 5500 requires the following information for all eligible plan participants and beneficiaries: Date of birth The Social Security number of the participant or beneficiary The last calendar year of the participant's earnings If the participant's wages are taxed at the maximum rate or his/her income (deductible and/or employer-provided) is more than or equal to the maximum income for the federal maximum wage tax brackets, the information is included on Form 8403. Otherwise, the form also requires a summary of the participant's or beneficiary's benefits. Filing a Form 5500 Annual Return to Report Income Most non-plan beneficiaries are required to file a Schedule K-1 and Form W-2, if required. If the Plan Sponsor reports a beneficiary's income through IRS Form 1099–DIV, only the form 5500 will be required. No information is required for a Form 1099-INT beneficiary. Form 5500 Required To Have Income Reporting on Schedule K-1 Form W-2 Required If Required For more information, see IRS Publication 501, Employer's Tax Guide. Forms, Filing Instructions & Forms & Fees The following links are generally the most up-to-date information about the forms, filing instructions, and forms and fees for the various EFAST2-reported forms: Filing a Form 5500 Annual Return Form 5500 is generally required to have income reported on Forms 1040 and 1040A, as well as Social Security numbers on Form W-2, unless certain exceptions apply.

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