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2017-41, 2017-29, I.R.B. 92. Filing Tips Form 5500-SF, Short Form Annual Return/Report of Small You can find Form 5500-EZ and its instructions by visiting. 22 Nov 2017 The DOL has released the 2017 Form 5500 series, including Form 5500-SF, Schedules, and Instructions. (As a reminder, these are advanceThe instructions have been updated to reflect that the new maximum penalty for a plan administrator who fails or refuses to file a complete or accurate Form 5500/5500-SF report has been increased to up to $2,097 a day for penalties assessed after January 13, 2017, whose associated violation(s) occurred after November 2 Form, Form 5500 Schedule D, DFE/Participating Plan Information · 170203 Clean Instruction, 2017 Form 5500SF Instruction CLEAN 032317.doc, Yes, Yes 21 Nov 2017 The 2017 information copies of Form 5500 series, Forms 5500-SF, and instruction can be found here. Forms 5500 Series forms and instructions. The “Changes to Note” section of the 2017 instructions highlight important regarding the IRS Compliance questions (Part IX of the 2016 Form 5500-SF). The "Changes to Note" section of the 2018 instructions highlight important modifications to the Form 5500 and Form 5500-SF: the IRS changes on the pre-approved plans as prescribed in Revenue Procedure 2017-41, 2017-29 IRB 92. 13 Dec 2018 Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan (instructions). Tax year 2017 financial reports provided by Vanguard and the IRS Instructions for Form All plans that don't meet the conditions for filing Form 5500-EZ or. (EFAST2), you must electronically file your 2017 Form 5500. Your Form 5500 .. See the instructions to the Form 5500-EZ for the filing requirements. For more