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IRS Reporting Forms for Retirement Savings Programs

Links to the IRS reporting forms for retirement savings programs are listed below.

These forms are provided in pdf format. To view and print the pdf forms, you must have Adobe Acrobat Reader, which is free. If you do not have Adobe Acrobat already installed on your computer, please click on the icon to install it now.

Payroll Deduction IRA:
No employer tax filing required

SEP-IRA (suggested form):
Form 5305-SEP

SIMPLE-IRA (suggested forms):
Form 5304-SIMPLE
Form 5305-SIMPLE

Safe Harbor 401(k):
Form 5500

Automatic Enrollment Safe Harbor 401(k):  
Form 5500

401(k):
Form 5500

Profit Sharing:
Form 5500

Defined Benefit:
Form 5500

Please contact a tax/legal advisor or the IRS for more information. After viewing a form, use the Back button to return to the Advisor.