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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 If so, they might be out of date.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:

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.

 

 

Form Number

Form

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
2010 Form 8955-SSA Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits Use IRS FIRE (Filing Information Returns Electronically)

Additional Resources

Page Last Reviewed or Updated: 18-Dec-2013