DaveF1006
Expert Alumni

Retirement tax questions

It might be that "Treasury Regulations section 301.6058-2 requires that, for plan years beginning on or after January 1, 2024, a filer who is required by Internal Revenue Code or regulations to file at least 10 returns during the calendar year must file Form 5500-EZ return electronically".

 

About Form 5500-EZ,

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