topic When do I need to file Form 5310 in Get your taxes done using TurboTax

When do I need to file Form 5310

rnaravane — Fri, 30 Aug 2019 01:26:48 GMT

Re: When do I need to file Form 5310

Anonymous — Fri, 30 Aug 2019 01:56:33 GMT

see this because the proper form may depend on the type of plan

https://www.irs.gov/retirement-plans/terminating-a-retirement-plan

https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-plan-terminations

depending on the type of plan the PBGC may need to be notified

https://www.pbgc.gov/about/pg/other/how-pension-plans-end

Re: When do I need to file Form 5310

rnaravane — Fri, 30 Aug 2019 19:39:18 GMT

Thanks for the reply. I followed the link and item # 8 on the page says this:

If desired, ask the IRS to make a determination about the plan's qualification status at termination by filing a determination letter request

Mine is an individual 401K plan and I am the only participant. If I roll over the money to another qualified plan, do I even need a determination about the plan's qualification status?