Forms supported in 5500 series of returns

The system supports filing of the following returns:
  • Form 5500, Annual Return/Report of Employee Benefit Plan
  • Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan
  • Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
  • Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits

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