Questions and answers

What is the 8955-SSA for?

What is the 8955-SSA for?

Form 8955-SSA is the Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits. In plain English, this form alerts the IRS to all participants who have terminated employment but are still owed a vested benefit.

Do I need to file form 8955-SSA?

Filers who have to file at least 250 returns with the IRS during the calendar year generally must file Form 5500-series returns and Form 8955-SSA electronically (see T.D. 9695, final Regulations issued under IRC Sections 6057, 6058 and 6059).

Who is reported on form 8955-SSA?

What information is required to be reported on the Form 8955-SSA? The form requires the plan sponsor to report any participant who terminated in a prior year and is still due a vested benefit from the plan as of the reporting date.

Where do I send SSA form 8955?

1973 Rulon White Blvd. Additional resources: Form 8955-SSA Resources.

When did form 8955-SSA start?

To protect plan participants’ confidential information, a new stand- alone form was created. Rolled out in 2011, Form 8955- SSA was required for the 2009 and 2010 plan years by the later of January 17, 2012, or the due date that applies to the plan’s 2010 Form 5500 filing.

What is the 5500 form?

Form 5500, Annual Return/Report of Employee Benefit Plan(form and instructions) The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA.

When did form 8955 SSA start?

Who can file a 5500 SF?

To be eligible to use the Form 5500-SF, the plan must: • Be a small plan (i.e., generally have fewer than 100 participants at the beginning of the plan year), • Meet the conditions for being exempt from the requirement that the plan’s books and records be audited by an independent qualified public accountant (IQPA), • …

What is the form 5330?

This form is used to report and pay the excise tax related to employee benefit plans.

What is IRS form 8995a?

Use this form to figure your qualified business income deduction. Use separate Schedules A, B, C, and/or D, as appropriate, to help calculate the deduction.

What is a form 5558?

Form 5558 is an application used by employers to request more time to file certain employee plan returns. Employers use Form 5558 when they need more time to file other forms; employers can file Form 5558 for one extension. Form 5330: Return of Excise Taxes Related to Employee Benefit Plans.

Where do I file a 5500EZ?

See the instructions for Form 5558 and file it with the Department of the Treasury, Internal Revenue Service Center, Ogden, UT 84201-0045.