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Ohio online Form 5500 - Schedule I: What You Should Know

Toledo, Ohio, 45041. A full copy of the Form 5500 report is required for any claim(s) involving Plan Assets (including Plan Assets held by the IRA or other plan account), Benefit Payments (as defined below), Retirement Health Benefits (or Retirement Medical Benefits), and Other Health Benefits.  As part of your contribution to the Roth IRA, if your account balance is less than your annual contribution limit, you may receive an IRS notice from the IAS that you may be required to report your account to the Government by a certain date. You must report all plan balances on either Form 5500 or 5498-SF or Form 5498T when you are ready to begin receiving benefits. Report your remaining plan balance(s) under Form 5498-SF upon receiving this notice from the IAS to have the full year report ready to file. You may submit Form 5500 by mail, fax, mail or email. A copy of your Form 5500 is required for each taxable year of the 5500 plan year unless you file Form 5498 and report the required information with a separate return for each year.  This form is made available to you free of charge with the permission of the Retirement Board of Workers' Compensation (RBC) by: Filling out a completed Form 5500, provided to you by FBS. Complete a separate return with Form 5498-SF (for each plan year or the first 5 plan years of which you have completed an annual contribution and filing requirements (described above)); or Submit all completed and signed Forms 5500 and 5498-SF to the Federal Retirement Thrift Investment Board (FRT AB) to receive the information regarding your plan status by mail. Forms 5500-EZ (for Roth IRAs or Roth 401(k)s) or 5500-R (for Roth 457(b) plans) may be used for certain purposes only, such as a transfer of ownership. To use any of these forms, you must be the owner of the account, and it must have been established for at least one calendar year. If you don't have a plan, complete a separate Form 5498-SF and then submit that to the FRT AB. You may also mail the forms to the FRT AB, and the FRT AB will return and forward them to you by certified mail once a year.

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