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

All forms must be made sure the complete schedule is attached to the bottom of the form. This allows the employee to complete the entire Schedule, and all the required information is in its place, which is convenient for most employees. Do not include any information that should not be reported. For example, no income information is required on the return, and no account information is required. All statements on the Form 5500 and Form 5500-EZ must be printed clearly and easily legible. They will be printed when the E-filed form is received by the DOL. Note: Forms 5500 and 5500X are for individual retirement accounts. If you have a group plan, contact the plan administrator before you prepare Form 5500 and the schedules. If the group plan uses paper statements, the group statement must clearly state which statement is the report of plan income and which is the report of plan distribution. For paper-type plans, it is necessary to print and place these statements on a separate sheet. Sep 13, 2023 — The “Report of Nonqualified Deferred Compensation” form, Form 2105 has been amended, effective for Forms 1099 to 1549 filed on or after October 1, 2016. The “Report of Suspended Payment” Form 7089 has been amended, effective for Forms 1099 to 1549 filed on or after November 1, 2016. In the interest of minimizing duplicate entries, a summary of the information required for Forms 7089 has been included for information purposes only. See IRM 5.17.1.14.2.9, Reporting Suspended Payment Information. When preparing Forms 7089 and Forms 5500, taxpayers may use their current return (or return that they did not file) with the correct statement, as described in IRC section 6103(f)(3), if the return was received by the DOL within 90 days from the return filing due date for the tax year in question. If you prepare the Forms 7089 and Form 3100 using paper statements only, there is no way to avoid this problem unless you provide a paper copy of the paper statements to taxpayers for whom you have electronic filing services (ESS). For more explanation on the rules for filing electronic tax returns, see IRM 3.17.1.6.16, How To File An Electronic Return The following forms must be filed electronically to ensure they are in compliance with the requirements for Form 1099. Please consult your legal counsel for more information.

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