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The information presented here is intended to provide a basic understanding of a complex tax subject. It is not intended as legal, accounting, or other professional advice. IRS Form 8955-SSA Reporting
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How to fill out irs form 8955-ssa reporting
How to fill out IRS Form 8955-SSA reporting:
01
Gather the necessary information: Before filling out Form 8955-SSA, ensure you have all the required information handy. This includes the name, address, and Employer Identification Number (EIN) of the plan sponsor, the name and EIN of the plan administrator, and the plan's identifying information.
02
Identify the individuals to be reported: Determine which participants or beneficiaries experienced a significant break in service during the reporting year. These individuals will need to be reported on the form.
03
Obtain relevant plan data: Gather the relevant data regarding the participants or beneficiaries who experienced a significant break in service. This may include their names, Social Security numbers, dates of birth, and dates of rehire if applicable.
04
Complete Part I of Form 8955-SSA: In Part I of the form, provide the basic plan and plan sponsor information. This includes the plan name, EIN, plan number, and address. Ensure all the details are accurate and up-to-date.
05
Fill out Part II of Form 8955-SSA: In this section, provide individual information about each participant or beneficiary who experienced a significant break in service during the reporting year. Include their name, Social Security number, date of birth, and other relevant details. If the individual is deceased, indicate that by checking the appropriate box.
06
Complete Part III of Form 8955-SSA: This section is used to certify the accuracy of the information provided in Part II. Sign and date the form, and include the contact information of the person responsible for completing the form.
Who needs IRS Form 8955-SSA reporting:
01
Qualified retirement plan administrators: Any administrator of a retirement plan subject to the Employee Retirement Income Security Act (ERISA) that had participants or beneficiaries with significant breaks in service during the reporting year must complete Form 8955-SSA.
02
Plan sponsors: The plan sponsor, who is responsible for overseeing the retirement plan, must ensure that Form 8955-SSA is completed accurately and submitted to the IRS on time.
03
Third-party administrators: In some cases, a third-party administrator may be hired to handle the reporting and filing of Form 8955-SSA. These administrators assist plan sponsors in ensuring compliance with IRS regulations.
Note: It is always advisable to consult with a tax professional to ensure compliance with the latest IRS guidelines and regulations when filling out Form 8955-SSA.
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What is irs form 8955-ssa reporting?
IRS Form 8955-SSA is used by plan administrators of certain retirement plans to report information about separated participants with deferred vested benefits.
Who is required to file irs form 8955-ssa reporting?
Plan administrators of retirement plans subject to ERISA that have separated participants with deferred vested benefits are required to file IRS Form 8955-SSA reporting.
How to fill out irs form 8955-ssa reporting?
IRS Form 8955-SSA can be filled out electronically or by paper. The form requires information about the plan, separated participants with deferred benefits, and their beneficiaries.
What is the purpose of irs form 8955-ssa reporting?
The purpose of IRS Form 8955-SSA reporting is to provide information to the IRS about separated participants with deferred vested benefits in retirement plans.
What information must be reported on irs form 8955-ssa reporting?
Information that must be reported on IRS Form 8955-SSA includes participant and beneficiary names, social security numbers, plan information, and benefit amounts.
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