Retirement News for Employers - Winter 2012 - Throw Your Old Forms Away!
Do you have old IRS forms lying around? If so, they might be out of date. Using old forms may cause errors and could result in processing delays.
Always use the current version of the form
Check that you are using the most current version of any IRS form. The Retirement Plan Forms and Publications Web page has the latest version of forms, including the fillable versions if available.
Where can I find the latest revision date?
The latest revision date is usually found in the top left corner of the form.
Don’t use any paper forms with revision dates earlier than these:
- Form 2848 (Revised October 2011)
- Form 5330 (Revised April 2009)
- Form 5500-EZ (use only the 2011 form for 2011 returns)
- Form 5558 (Revised June 2011)
- Form 8821 (Revised October 2011)
Can you file it electronically?
Want an easier solution to tracking versions of paper forms? File electronically! Electronic filing is fast, easier than filing on paper, cost-effective and more accurate.
Avoid the Mistake
|Form 5500||Annual Return/Report of Employee Benefit Plan||Use DOL EFAST2|
|Form 5500-SF||Short Form Annual Return/Report of Small Benefit Plan||Use DOL EFAST2|
|Form 5500-EZ||Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan||File on Form 5500-SF using the DOL EFAST2 system|
|Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits||Use IRS FIRE (Filing Information Returns Electronically)|