dmertz
Level 15
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Retirement tax questions

Nothing has changed about the requirements to to file Form 5500-EZ.  See the instructions for this form:  https://www.irs.gov/pub/irs-pdf/i5500ez.pdf

 

If the assets in the plan at the end of the plan year were under $250,000 and the plan has not been terminated, filing Form 5500-EZ is not required.

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