Forms
|
|
Name
|
Title
|
Current
Version
|
Separate
Instructions?
|
| 2012 Form W-2 |
Wage and Tax Statement |
Standard |
Yes |
| 2011 Form W-2 |
Wage and Tax Statement |
Standard |
Yes
|
| Form 23-EP |
Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) |
Fillable |
No |
| Form 945 |
Annual Return of Withheld Federal Income Tax |
Fillable |
Yes |
| Form 990-T |
Exempt Organization Business Income Tax Return |
Fillable |
Yes |
| Form 1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
|
Standard |
Yes |
|
Form 2848
|
Power of Attorney and Declaration of Representative
|
Fillable |
Yes |
|
Form 4461
|
Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plans
|
Fillable |
No
|
|
Form 4461-A
|
Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan
|
Fillable |
No
|
|
Form 4461-B
|
Application for Approval of Master or Prototype or Volume Submitter Plans
|
Fillable |
No
|
|
Form 4972
|
Tax on Lump-Sum Distributions
|
Fillable |
No
|
|
Form 5300
|
Application for Determination for Employee Benefit Plan
|
Fillable |
Yes |
|
Schedule Q
|
Elective Determination Requests
|
Fillable |
Yes |
|
Form 5304-SIMPLE
|
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution
|
Fillable |
No
|
|
Form 5305
|
Traditional Individual Retirement Trust Account
|
Fillable |
No
|
|
Form 5305-A
|
Traditional Individual Retirement Custodial Account
|
Fillable |
No
|
|
Form 5305-E
|
Coverdell Education Savings Trust Account
|
Fillable |
No
|
|
Form 5305-EA
|
Coverdell Education Savings Custodial Account
|
Fillable |
No
|
|
Form 5305-R
|
Roth Individual Retirement Trust Account
|
Fillable |
No
|
|
Form 5305-RA
|
Roth Individual Retirement Custodial Account
|
Fillable |
No
|
|
Form 5305-RB
|
Roth Individual Retirement Annuity Endorsement
|
Fillable |
No
|
|
Form 5305-S
|
SIMPLE Individual Retirement Trust Account
|
Fillable |
No
|
|
Form 5305-SA
|
SIMPLE Individual Retirement Custodial Account |
Fillable |
No |
| Form 5305-SEP |
Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement |
Fillable |
No |
| Form 5305-SIMPLE |
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution |
Fillable |
No |
| Form 5305A-SEP |
Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement |
Fillable |
No |
| Form 5306 |
Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) |
Fillable |
No |
| Form 5306-A |
Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) |
Fillable |
No |
| Form 5307 |
Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans |
Fillable |
Yes |
| Form 5308 |
Request for Change in Plan/Trust Year |
Fillable |
No |
| Form 5309 |
Application for Determination of Employee Stock Ownership Plan |
Fillable |
No |
| Form 5310 |
Application for Determination for Terminating Plan
|
Fillable |
Yes |
| Form 5310-A |
Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business |
Fillable |
Yes |
| Form 5329 |
Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts |
Fillable |
Yes |
| Form 5330 |
Return of Excise Taxes Related to Employee Benefit Plans |
Fillable |
Yes |
| Form 5498 |
IRA Contribution Information |
Standard |
Yes |
| Form 5500 & Schedules |
Annual Return/Report of Employee Benefit Plan |
Standard |
Yes |
| Form 5500-EZ |
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan |
Fillable |
Yes |
| Form 5500-SF |
Short Form Annual Return/Report of Small Employee Benefit Plan |
Standard |
Yes |
| Form 5558 |
Application for Extension of Time To File Certain Employee Plan Returns |
Fillable |
No |
| Form 6088 |
Distributable Benefits From Employee Pension Benefit Plans |
Fillable |
No |
| Form 8717 |
User Fee for Employee Plan Determination, Opinion, and Advisory Letter Request
|
Fillable |
No |
| Form 8821 |
Tax Information Authorization |
Fillable |
No |
| Form 8880 |
Credit for Qualified Retirement Savings Contributions |
Fillable |
No |
| Form 8881 |
Credit for Small Employer Pension Plan Startup Costs |
Fillable |
No |
| Form 8905 |
Certification of Intent To Adopt a Pre-approved Plan |
Fillable |
No |
| Form 8915 |
Qualified Hurricane Retirement Plan Distributions and Repayments |
Fillable |
No |
| Form 8955-SSA |
Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits |
Fillable |
No |
Publications
|
|
Name
|
Title
|
Version(s)
|
| Publication 1-EP |
Understanding the Employee Plans Examination Process |
PDF |
| Publication 15 |
(Circular E), Employer's Tax Guide |
PDF |
Web |
| Publication 15-A |
Employer's Supplemental Tax Guide |
PDF |
Web |
| Publication 525 |
Taxable and Nontaxable Income |
PDF |
Web |
| Publication 535 |
Business Expenses |
PDF |
Web |
| Publication 560 |
Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) |
PDF |
Web |
| Publication 571 |
Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations |
PDF |
Web |
| Publication 575 |
Pension and Annuity Income |
PDF |
Web |
| Publication 590 |
Individual Retirement Arrangements (IRAs) |
PDF |
Web |
| Publication 794 |
Favorable Determination Letter |
PDF |
| Publication 939 |
General Rule for Pensions and Annuities |
PDF |
Web |
| Publication 963 |
Federal-State Reference Guide |
PDF |
| Publication 3066 |
Have you had your Check-up this year? for Retirement Plans |
PDF
|
| Publication 3125 |
The IRS Does Not Approve IRA Investments |
PDF |
| Publication 3636 |
Employee Plans Brochure |
PDF |
| Publication 3998 |
Choosing A Retirement Solution for Your Small Business |
PDF |
Web |
| Publication 4118 |
Lots of Benefits - Retirement Plan Life Cycle |
PDF |
| Publication 4222 |
401(k) Plans for Small Businesses |
PDF |
Web |
| Publication 4224 |
Retirement Plan Correction Programs |
PDF |
| Publication 4284 |
SIMPLE IRA Plan Checklist |
PDF |
| Publication 4285 |
SEP Checklist |
PDF |
| Publication 4286 |
SARSEP Checklist |
PDF |
| Publication 4324 |
Employee Plan Examination Process |
PDF |
| Publication 4333 |
SEP Retirement Plans for Small Businesses |
PDF |
Web |
| Publication 4334 |
SIMPLE IRA Plans for Small Businesses |
PDF |
Web |
| Publication 4336 |
SARSEP for Small Businesses |
PDF |
| Publication 4407 |
SARSEP - Key Issues and Assistance |
PDF |
| Publication 4460 |
The Retirement Plan Products Navigator |
PDF |
| Publication 4482 |
403(b) Tax-Sheltered Annuity for Participant |
PDF |
| Publication 4483 |
403(b) Tax-Sheltered Annuity Plan for Sponsors |
PDF |
| Publication 4484 |
Choose a Retirement Plan for Employees of Tax Exempt and Government Entities |
PDF |
| Publication 4530 |
Designated Roth Accounts Under a 401(k) or 403(b) Plan |
PDF |
| Publication 4531 |
401(k) Plan Checklist |
PDF |
| Publication 4546 |
403(b) Plan Checklist |
PDF |
|
Publication 4587
|
Payroll Deduction IRAs for Small Businesses
|
PDF |
Web |
|
Publication 4674
|
Automatic Enrollment 401(k) Plans for Small Businesses
|
PDF |
Web |
|
Publication 4789
|
Represent Taxpayers Before the IRS on Retirement Plan Matters
|
PDF |
|
Publication 4806
|
Profit Sharing Plans for Small Businesses
|
PDF |
Web |
| Products |
| Name |
Title |
Ordering Link |
|
Publication 1066C
|
A Virtual Small Business Tax Workshop DVD
|
Order |
Additional forms, publications and ordering instructions may be found at:
www.irs.gov/formspubs/index.html
|
