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2013 Ir's Form 5500ez Instructions This is an early release draft of an IRS tax form, instructions, or publication, Complete all entries in accordance with the instructions to the Form 5500EZ. Late

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How to fill out 2013 irs form 5500-ez

01

Gather all necessary information and documents such as the employer identification number (EIN), plan name, plan type, plan year, etc.

02

Complete the general information section of the form including the name and address of the plan sponsor.

03

Fill out the plan characteristics section by providing details about the plan type, funding arrangement, participant count, etc.

04

Complete the financial information section by reporting the plan's assets, liabilities, income, and expenses.

05

If applicable, fill out the compliance information section by answering questions about the plan's compliance with certain regulations.

06

Sign and date the form.

07

Keep a copy of the completed form for your records.

08

Submit the form to the IRS by the specified deadline.

Who needs 2013 irs form 5500-ez?

01

Any individual or organization that sponsored a one-participant retirement plan (other than a SEP or SIMPLE IRA plan) during the 2013 tax year needs to fill out the 2013 IRS Form 5500-EZ.

02

This includes those who had a business with no employees other than the owner(s) or the owner(s)' spouse(s), and had a retirement plan for their own benefit.

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