5500 forms must be filed annually by most retirement plans. Failure to file IRS form 5500 or other series 5500 tax forms can result in substantial penalties. The 5500 forms include Form 5500, Form 5500 C/R, Form 5500 EZ and Form 5558 (for extension purposes).
To obtain any of the IRS series 5500 tax forms, visit our IRS form page and download the 5500 forms you need.
If you have questions or need assistance in preparing form 5500 or any other 5500 tax form, indicate your problem on our short form or call us directly at 718-793-9885.
For other IRS tax forms or information about Pension Plans, please visit our web site.