What is the 5500-EZ form?

The Internal Revenue Service (IRS) developed the Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan. Form 5500-EZ is used by one-participant plans and foreign plans to satisfy annual reporting requirements under the Internal Revenue Code.

Who must file a 5500-EZ?

You must file Form 5500-EZ for a retirement plan if the plan is a one-participant plan or a foreign plan that is required to file an annual return under section 6058(a). 3. Does not provide benefits for anyone except you (or you and your spouse) or one or more partners (or partners and their spouses).

How do I extend my 5500-EZ?

To request an extension of time to file Form 5500, Form 5500-SF, Form 5500- EZ, and/or Form 8955-SSA, file Form 5558 on or before the return/report’s normal due date. The normal due date is the date the Form 5500, Form 5500-SF, Form 5500-EZ, and/or Form 8955-SSA would otherwise be due, without extension.

Can you e file the 5500 extension?

Although Form 5500 must be filed electronically with the DOL (with limited exceptions for certain retirement plans), Form 5558 is filed in paper form with the IRS. The Form 5558 cannot be used to further extend that automatic extension—the Form 5558 extension is only measured from the regular Form 5500 due date.

How do I file a 5500 extension?

How do I extend my 5500 EZ?

Who can file 5500 ez?

Form 5500-EZ are mailed to the IRS at: One-participant retirement plans covers a business owner with no other employees. This includes the owner and their spouse, or one or more partners and their spouses in a business partnership. If you have a Solo 401k, you are eligible to file a 5500-EZ.

Where to file 5500 ez?

Form 5500-EZ must be filed, on paper, with the IRS using the following mailing address: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0020 . You may want to mail your 5500 filing by certified or overnight mail for proof of mailing.

Where to send 5500 ez?

File the Form 5500-EZ at the following address: Department of the Treasury Internal Revenue Service Ogden, UT 84201-0020 Private delivery services (PDSs). You can use certain private delivery services designated by the IRS to meet the “timely mailing as timely filing/paying” rule for tax returns and payments.