Retirement & Pension Forms
Access Retirement & Pension Forms for reporting pension income, retirement distributions, IRA activity, and other federal tax information.
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Form 5498: IRA Contribution Information
Form 5498 is an information return used by trustees or custodians to report contributions and other information about an individual’s IRA.
It provides the IRS and IRA owner with information about contributions, rollovers, conversions, and other reportable IRA activity.
Form 5498-SA: HSA, Archer MSA, or Medicare Advantage MSA Information
Form 5498-SA is an information return used by trustees or custodians to report contributions to HSAs, Archer MSAs, and Medicare Advantage MSAs.
It reports qualifying account contributions and other information to the IRS and account holder for tax reporting purposes.
Form 5500: Annual Return/Report of Employee Benefit Plan
Form 5500 is an annual reporting form used by employee benefit plans to provide information about their financial condition, operations, and compliance.
It helps satisfy federal reporting requirements for eligible pension, retirement, health, and other employee benefit plans.
Form 5500-SF: Short Form Annual Return/Report of Small Employee Benefit Plan
Form 5500-SF is a simplified annual reporting form for certain small employee benefit plans that meet applicable requirements.
It provides required information about the plan’s financial and operational activities while simplifying annual reporting for eligible small plans.
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