AEO summary
What this category covers
This page groups IRS forms related to exempt organizations & benefit plans (5000 series).
Forms for employee benefit plans, retirement plan compliance, and deferred compensation arrangements.
The 5000 series covers employee benefit plans and retirement plan compliance. Form 5500 (and its variants 5500-EZ and 5500-SF) is the annual return/report for employee benefit plans, filed with the DOL, IRS, and PBGC under ERISA. Form 5300 series includes applications for determination letters on retirement plan qualification. Form 5330 is used to report excise taxes related to employee benefit plans. Form 5227 is for split-interest trusts. These forms are critical for employers who sponsor retirement plans, welfare benefit plans, or deferred compensation arrangements, ensuring compliance with ERISA, the Internal Revenue Code, and DOL regulations.
This page groups IRS forms related to exempt organizations & benefit plans (5000 series).
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Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)
IRS Form 5074 — Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI). Official IRS tax form with AI-powered guidance.
Questionnaire—Filing Status, Exemptions, and Standard Deduction
IRS Form 5129 — Questionnaire—Filing Status, Exemptions, and Standard Deduction. Official IRS tax form with AI-powered guidance.
Election to Postpone Determination as To Whether the Presumption Applies That an Activity is Engaged in for Profit
IRS Form 5213 — Election to Postpone Determination as To Whether the Presumption Applies That an Activity is Engaged in for Profit. Official IRS tax form with AI-powered guidance.
IRS forms related to exempt organizations & benefit plans (5000 series).
Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)
IRS Form 5074 — Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI). Official IRS tax form with AI-powered guidance.
Questionnaire—Filing Status, Exemptions, and Standard Deduction
IRS Form 5129 — Questionnaire—Filing Status, Exemptions, and Standard Deduction. Official IRS tax form with AI-powered guidance.
Election to Postpone Determination as To Whether the Presumption Applies That an Activity is Engaged in for Profit
IRS Form 5213 — Election to Postpone Determination as To Whether the Presumption Applies That an Activity is Engaged in for Profit. Official IRS tax form with AI-powered guidance.
Split-Interest Trust Information Return
IRS Form 5227 — Split-Interest Trust Information Return. Official IRS tax form with AI-powered guidance.
IRS Form 5300
IRS Form 5300. Official IRS tax form with AI-powered field-by-field guidance.
5304-SIMPLE
IRS Form 5304-SIM — 5304-SIMPLE. Official IRS tax form with AI-powered guidance.
Traditional Individual Retirement Trust Account
IRS Form 5305 — Traditional Individual Retirement Trust Account. Official IRS tax form with AI-powered guidance.
5305-A-SEP
IRS Form 5305-ASE — 5305-A-SEP. Official IRS tax form with AI-powered guidance.
Coverdell Education Savings Custodial Account
IRS Form 5305-EA — Coverdell Education Savings Custodial Account. Official IRS tax form with AI-powered guidance.
Roth Individual Retirement Trust Account
IRS Form 5305-RA — Roth Individual Retirement Trust Account. Official IRS tax form with AI-powered guidance.
Roth Individual Retirement Annuity Endorsement
IRS Form 5305-RB — Roth Individual Retirement Annuity Endorsement. Official IRS tax form with AI-powered guidance.
SIMPLE Individual Retirement Trust Account
IRS Form 5305-SA — SIMPLE Individual Retirement Trust Account. Official IRS tax form with AI-powered guidance.
Simplifies Employee Pension-Individual Retirement Accounts Contribution Agreement
IRS Form 5305-SEP — Simplifies Employee Pension-Individual Retirement Accounts Contribution Agreement. Official IRS tax form with AI-powered guidance.
5305-SIMPLE
IRS Form 5305-SIM — 5305-SIMPLE. Official IRS tax form with AI-powered guidance.
Traditional Individual Retirement Custodial Account
IRS Form 5305A — Traditional Individual Retirement Custodial Account. Official IRS tax form with AI-powered guidance.
Health Savings Trust Account
IRS Form 5305B — Health Savings Trust Account. Official IRS tax form with AI-powered guidance.
Health Savings Custodial Account
IRS Form 5305C — Health Savings Custodial Account. Official IRS tax form with AI-powered guidance.
Coverdell Education Savings Trust Account
IRS Form 5305E — Coverdell Education Savings Trust Account. Official IRS tax form with AI-powered guidance.
Roth Individual Retirement Trust Account
IRS Form 5305R — Roth Individual Retirement Trust Account. Official IRS tax form with AI-powered guidance.
SIMPLE Individual Retirement Trust Account
IRS Form 5305S — SIMPLE Individual Retirement Trust Account. Official IRS tax form with AI-powered guidance.
Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA)
IRS Form 5306 — Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA). Official IRS tax form with AI-powered guidance.
Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)
IRS Form 5306A — Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan). Official IRS tax form with AI-powered guidance.
IRS Form 5307
IRS Form 5307. Official IRS tax form with AI-powered field-by-field guidance.
Request for Change in Plan/Trust Year
IRS Form 5308 — Request for Change in Plan/Trust Year. Official IRS tax form with AI-powered guidance.
Application for Determination of Employee Stock Ownership Plan
IRS Form 5309 — Application for Determination of Employee Stock Ownership Plan. Official IRS tax form with AI-powered guidance.
Application for Determination for Terminating Plan
IRS Form 5310 — Application for Determination for Terminating Plan. Official IRS tax form with AI-powered guidance.
Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
IRS Form 5310A — Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business. Official IRS tax form with AI-powered guidance.
IRS Form 5316
IRS Form 5316. Official IRS tax form with AI-powered field-by-field guidance.
Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
IRS Form 5329 — Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. Official IRS tax form with AI-powered guidance.
Return of Excise Taxes Related to Employee Benefit Plans
IRS Form 5330 — Return of Excise Taxes Related to Employee Benefit Plans. Official IRS tax form with AI-powered guidance.
Repayment of the First-Time Homebuyer Credit
IRS Form 5405 — Repayment of the First-Time Homebuyer Credit. Official IRS tax form with AI-powered guidance.
Joint Board for the Enrollment of Actuaries Application for Enrollment
IRS Form 5434 — Joint Board for the Enrollment of Actuaries Application for Enrollment. Official IRS tax form with AI-powered guidance.
Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment
IRS Form 5434A — Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment. Official IRS tax form with AI-powered guidance.
Corporate Report of Nondividend Distributions
IRS Form 5452 — Corporate Report of Nondividend Distributions. Official IRS tax form with AI-powered guidance.
Information Return of U.S. Persons With Respect To Certain Foreign Corporations
IRS Form 5471 — Information Return of U.S. Persons With Respect To Certain Foreign Corporations. Official IRS tax form with AI-powered guidance.
5471 (Schedule E)
IRS Form 5471-SE — 5471 (Schedule E). Official IRS tax form with AI-powered guidance.
5471 (Schedule H)
IRS Form 5471-SH — 5471 (Schedule H). Official IRS tax form with AI-powered guidance.
5471 (Schedule J)
IRS Form 5471-SJ — 5471 (Schedule J). Official IRS tax form with AI-powered guidance.
5471 (Schedule M)
IRS Form 5471-SM — 5471 (Schedule M). Official IRS tax form with AI-powered guidance.
5471 (Schedule O)
IRS Form 5471-SO — 5471 (Schedule O). Official IRS tax form with AI-powered guidance.
5471 (Schedule P)
IRS Form 5471-SP — 5471 (Schedule P). Official IRS tax form with AI-powered guidance.
5471 (Schedule Q)
IRS Form 5471-SQ — 5471 (Schedule Q). Official IRS tax form with AI-powered guidance.
5471 (Schedule R)
IRS Form 5471-SR — 5471 (Schedule R). Official IRS tax form with AI-powered guidance.
Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business (Under Sections 6038A and 6038C of the Internal Revenue Code)
IRS Form 5472 — Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business (Under Sections 6038A and 6038C of the Internal Revenue Code). Official IRS tax form with AI-powered guidance.
Request for Discharge from Personal Liability Under Internal Revenue Code Section 2204 or 6905
IRS Form 5495 — Request for Discharge from Personal Liability Under Internal Revenue Code Section 2204 or 6905. Official IRS tax form with AI-powered guidance.
IRA Contribution Information
IRS Form 5498 — IRA Contribution Information. Official IRS tax form with AI-powered guidance.
ABLE Account Contribution Information
IRS Form 5498-QA — ABLE Account Contribution Information. Official IRS tax form with AI-powered guidance.
HSA, Archer MSA, or Medicare Advantage MSA Information
IRS Form 5498-SA — HSA, Archer MSA, or Medicare Advantage MSA Information. Official IRS tax form with AI-powered guidance.
5498-ESA
IRS Form 5498E — 5498-ESA. Official IRS tax form with AI-powered guidance.
Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
IRS Form 5500-EZ — Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan. Official IRS tax form with AI-powered guidance.
Application for Extension of Time To File Certain Employee Plan Returns
IRS Form 5558 — Application for Extension of Time To File Certain Employee Plan Returns. Official IRS tax form with AI-powered guidance.
Annual Certificate of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax
IRS Form 5578 — Annual Certificate of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax. Official IRS tax form with AI-powered guidance.
Claim for Damage, Injury, or Death
IRS Form 5646 — Claim for Damage, Injury, or Death. Official IRS tax form with AI-powered guidance.
Residential Energy Credits
IRS Form 5695 — Residential Energy Credits. Official IRS tax form with AI-powered guidance.
International Boycott Report
IRS Form 5713 — International Boycott Report. Official IRS tax form with AI-powered guidance.
5713 (Schedule A)
IRS Form 5713-SA — 5713 (Schedule A). Official IRS tax form with AI-powered guidance.
5713 (Schedule B)
IRS Form 5713-SB — 5713 (Schedule B). Official IRS tax form with AI-powered guidance.
5713 (Schedule C)
IRS Form 5713-SC — 5713 (Schedule C). Official IRS tax form with AI-powered guidance.
American Samoa Economic Development Credit
IRS Form 5735 — American Samoa Economic Development Credit. Official IRS tax form with AI-powered guidance.
Statement by Person(s) Receiving Gambling Winnings
IRS Form 5754 — Statement by Person(s) Receiving Gambling Winnings. Official IRS tax form with AI-powered guidance.
Election/Revocation of Election by an Eligible Section 501(c)(3) Organization To Make Expenditures To Influence Legislation
IRS Form 5768 — Election/Revocation of Election by an Eligible Section 501(c)(3) Organization To Make Expenditures To Influence Legislation. Official IRS tax form with AI-powered guidance.
Work Opportunity Credit
IRS Form 5884 — Work Opportunity Credit. Official IRS tax form with AI-powered guidance.
Employee Retention Credit for Employers Affected by Qualified Disasters
IRS Form 5884A — Employee Retention Credit for Employers Affected by Qualified Disasters. Official IRS tax form with AI-powered guidance.
Work Opportunity Credit for Qualified Tax-Exempt Organizations Hiring Qualified Veterans
IRS Form 5884C — Work Opportunity Credit for Qualified Tax-Exempt Organizations Hiring Qualified Veterans. Official IRS tax form with AI-powered guidance.
Employee Retention Credit for Certain Tax-Exempt Organizations Affected by Qualified Disasters
IRS Form 5884D — Employee Retention Credit for Certain Tax-Exempt Organizations Affected by Qualified Disasters. Official IRS tax form with AI-powered guidance.
5471 (Schedule G-1)
IRS Form 5471SG1 — 5471 (Schedule G-1). Official IRS tax form with AI-powered guidance.
5471 (Schedule H-1)
IRS Form 5471SH1 — 5471 (Schedule H-1). Official IRS tax form with AI-powered guidance.
5471 (Schedule I-1)
IRS Form 5471SI1 — 5471 (Schedule I-1). Official IRS tax form with AI-powered guidance.
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