The Internal Revenue Service requires qualified retirement plans to complete certain tax forms to ensure compliance with its regulations. The Internal Revenue Service requires qualified retirement plans to complete a series of 5500 forms annually. In addition, the Internal Revenue Service requires retirement plans to file forms when seeking their approval on installation, amendment or termination. Other IRS tax forms are needed for special circumstances.
Blank Internal Revenue Service 5500 tax forms for qualified retirement plans are available from the Internal Revenue Service website.. However, The Department of Labor requires most qualified retirement plans to electronically file 5500 forms annually; only the 5500-EZ form and Schedule SSA are still filed with the IRS.
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