Get the free IRS Updates Form 8955 - ASPPA - asppa

A publication of the ASPCA Government Affairs Committee December 7, 2011, No. 1138 IRS Updates Form 8955SSA FAQs for 2010 Form and 403(b) Plans By Kristina Managed PA AKA, DATAR Employee Benefit Systems,

How to fill out irs updates form 8955

How to fill out IRS updates form 8955?

1. Obtain a copy of the IRS updates form 8955: Start by downloading a copy of the form from the official IRS website or request a physical copy from the IRS. Make sure you have the most recent version of the form to ensure accuracy.
2. Enter your personal information: Provide your name, address, and Social Security number (or employer identification number) in the designated fields. Double-check that the information is correct as any mistakes could lead to issues with the form.
3. Indicate the applicable plan number: If you are filing the form for a single plan, enter "1" in the designated field. For multiple plans, provide the total number of plans you are reporting on this form.
4. Report plan sponsors and administrators: List the names and addresses of all the plan sponsors and administrators for each plan. If there are multiple sponsors or administrators, attach a separate sheet with the necessary details.
5. Provide plan details: Fill in the required information for each plan, including the plan name, plan number (if applicable), plan year, and the type of plan. Additionally, indicate whether the plan is a terminated plan or a multiemployer plan.
6. Enter participant information: Report the number of participants for each plan separately. Provide the total number of participants as of the beginning of the plan year and separately mention those who received deferred vested benefits during the plan year.
7. Indicate the reason for filing: Select the appropriate reason for filing the form from the provided options. Common reasons may include plan termination, plan merger, or for compliance purposes.
8. Provide other required details: Answer all other questions on the form, such as whether any changes in plan status occurred during the reporting period.

Who needs IRS updates form 8955?

The IRS updates form 8955 is typically required by plan sponsors or administrators of employee benefit plans. This form is used to report information about plan participants who have separated from service but still have a deferred vested benefit under the plan. It helps the IRS track the distribution of these benefits and ensures compliance with applicable tax laws.

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