Forms
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|
|
Name
|
Title
|
Version
|
Instructions Available?
|
| 2004 Form W-2 |
Wage and Tax Statement |
Standard |
Yes |
| 2003 Form W-2 |
Wage and Tax Statement |
Standard |
Yes |
| Form 990-T |
Exempt Organization Business Income Tax Return |
Fillable |
Yes |
| 2003 Form 1099-R |
Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
|
Standard |
Yes |
|
Form 2848
|
Power of Attorney and Declaration of Representative
|
Fillable |
Yes |
|
Form 4461
|
Application for Approval of Master or Prototype Defined Contribution Plan
|
Standard |
No
|
|
Form 4461-A
|
Application for Approval of Master or Prototype Defined Benefit Plans
|
Standard |
No
|
|
Form 4461-B
|
Application for Approval of Master or Prototype Plan
|
Standard |
No
|
|
Form 4972
|
Tax on Lump-Sum Distributions
|
Fillable |
No
|
|
Form 5300
|
Application for Determination for Employee Benefit Plan
|
Fillable |
Yes |
|
Schedule Q
|
Elective Determination Requests
|
Fillable |
Yes |
|
Form 5304-SIMPLE
|
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)
|
Fillable |
No
|
|
Form 5305
|
Traditional Individual Retirement Trust Account
|
Fillable |
No
|
|
Form 5305-A
|
Traditional Individual Retirement Custodial Account
|
Fillable |
No
|
|
Form 5305-E
|
Coverdell Education Savings Trust Account
|
Fillable |
No
|
|
Form 5305-EA
|
Coverdell Education Savings Custodial Account
|
Fillable |
No
|
|
Form 5305-R
|
Roth Individual Retirement Trust Account
|
Fillable |
No
|
|
Form 5305-RA
|
Roth Individual Retirement Custodial Account
|
Fillable |
No
|
|
Form 5305-RB
|
Roth Individual Retirement Annuity Endorsement
|
Fillable |
No
|
|
Form 5305-S
|
SIMPLE Individual Retirement Trust Account
|
Fillable |
No
|
|
Form 5305-SA
|
SIMPLE Individual Retirement Custodial Account |
Fillable |
No |
| Form 5305-SEP |
Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement |
Fillable |
No |
| Form 5305-SIMPLE |
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) |
Fillable |
No |
| Form 5305A-SEP |
Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement |
Fillable |
No |
| Form 5306 |
Application for Approval of Prototype or Employer Sponsored Individual Retirement Account (IRA) |
Fillable |
No |
| Form 5306-A |
Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) |
Fillable |
No |
| Form 5307 |
Applications for Determination for Adopters of Master or Prototype or Volume Submitter Plans |
Fillable |
Yes |
| Form 5308 |
Request for Change in Plan/Trust Year |
Fillable |
No |
| Form 5309 |
Application for Determination of Employee Stock Ownership Plan |
Fillable |
No |
| Form 5310 |
Application for Determination for Terminating Plans
Schedule Q is not required to be filed with this version of Form 5310.
|
Fillable |
Yes |
| Form 5310-A |
Notice of Plan Merger or Consolidation, Spinoff or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business |
Fillable |
Yes |
| Form 5329 |
Additional Taxes on Qualified Plans (Including IRAs) and other Tax-Favored Accounts |
Fillable |
Yes |
| Form 5330 |
Return of Excise Taxes Related to Employee Benefit Plans |
Standard |
Yes |
| 2003 Form 5498 |
IRA Contribution Information |
Standard |
Yes |
| Form 5500 |
Annual Return/Report of Employee Benefit Plan |
Standard |
Yes |
|
Schedule A
|
Insurance Information
|
Standard
|
No
|
| Schedule B |
Actuarial Information |
Standard |
Yes |
| Schedule C |
Service Provider Information |
Standard |
No |
| Schedule D |
DFE/Participant Plan Information |
Standard |
No |
| Schedule E |
ESOP Annual Information |
Standard |
No |
| Schedule G |
Financial Transaction Schedules |
Standard |
No |
| Schedule H |
Financial Information |
Standard |
No |
| Schedule I |
Financial Information - Small Plan |
Standard |
No |
| Schedule P |
Annual Return of Fiduciary of Employee Benefit Trust |
Standard |
No |
| Schedule R |
Retirement Plan Information |
Standard |
No |
| Schedule T |
Qualified Pension Plan Coverage Information |
Standard |
No |
| Schedule SSA |
Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits |
Standard |
No |
| Form 5500-EZ |
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan |
Standard |
Yes |
| Form 5558 |
Application for Extension of Time to File Certain Employee Plan Returns |
Fillable |
No |
| Form 6088 |
Distributable Benefit from Employee Pension Benefit Plans |
Fillable |
No |
| Form 6406 |
Short Form Application for Determination for Minor Amendment of Employee Benefit Plan |
Fillable |
Yes |
| Form 8717 |
User Fee for Employee Plan Determination Letter Request |
Fillable |
No |
| Form 8880 |
Credit for Qualified Retirement Savings Contributions |
Fillable |
No |
| Form 8881 |
Credit for Small Employer Pension Plan Startup Costs |
Fillable |
No |
Publications
|
|
Name
|
Title
|
Version
|
Instructions Available?
|
| Publication 535 |
Business Expenses |
English |
N/A |
| Publication 560 |
Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) |
English |
N/A |
| Publication 571 |
Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations |
English |
N/A |
| Publication 575 |
Pension and Annuity Income |
English |
N/A |
| Publication 590 |
Individual Retirement Arrangements (IRAs) |
English |
N/A |
| Publication 794 |
Favorable Determination Letter |
English |
N/A |
| Publication 939 |
General Rule for Pensions and Annuities |
English |
N/A |
| Publication 963 |
Federal-State Reference Guide (Social Security Coverage and FICA Reporting by State and Local Government Employers) |
English |
N/A |
| Publication 3998 |
Choosing A Retirement Solution for Your Small Business |
English |
N/A |
| Publication 4118 |
Lots of Benefits - Retirement Plans Life Cycle |
English |
N/A |
| Publication 4222 |
401(k) Plans for Small Businesses |
English |
N/A |
| Publication 4224 |
Retirement Plan Correction Programs |
English |
N/A |
| Publication 4284 |
SIMPLE IRA Plan Checklist |
English |
N/A |
| Publication 4285 |
SEP Checklist |
English |
N/A |
| Publication 4286 |
SARSEP Checklist |
English |
N/A |
Additional forms, publications, and ordering instructions may be found at:
www.irs.gov/formspubs/index.html
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