5500 Benfit Plans
(Available to RDE Tax Software User ONLY)
5500 US Participant Forms and Worksheets
5500 US New Forms, Worksheets and Client Documents
5500 US Returns
- Annual Return/Report of Employee Benefit Plan (5500)
- Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan (5500-EZ)
- Short Form Annual Return/Report of Small Employee Benefit Plan (5500-SF)
5500 US Forms
- Form 2848 (Power of Attorney)
- Form 4506 (Request for Copy of Tax Return)
- Form 5330 (Employee Benefit Excise Tax)
- Form 5500 (Annual Return Employee Benefit)
- Form 5500-EZ (Annual Return One-Participant)
- Form 5500-SF (Short Form Annual Return)
- Form 5558 (Application for Extension)
- Form 8822-B (Change of Address)
- Form 8918 (Material Advisor Disclosure)
- Form 8955-SSA (Separated Participants)
- Schedule A (Insurance Information)
- Schedule C (Service Provider Information)
- Schedule D (DFE/Participating Plan)
- Schedule G (Financial Transactions)
- Schedule H (Financial Information)
- Schedule I (Financial Info - Small Plan)
- Schedule MB (Actuarial Information)
- Schedule R (Retirement Plan Information)
- Schedule SB (Actuarial Information)
5500 US Worksheets
- Reorganization Worksheet (Plan in Reorganization Wrk)
- Schedule MB Worksheet (Funding Standard Account Wrk)
- Tax Return Summary
5500 US Participant Forms and Worksheets
- Annual Funding Notice
- Other Statements
- Participant Slipsheet
- Participant Statement
- Participant Transmittal Letter
- Summary Annual Report
5500 US New Forms, Worksheets and Client Documents
- Efile Authorization
- Filing Instructions (8822-B)
- Tax Authority Slipsheet (8822-B)
