Category Archives: Forms

Form 5500 due date is approaching

August 1, 2016, is the deadline for filing Form 5500 for retirement or employee benefit plans on a calendar year. (The usual due date of July 31, 2016, is a Sunday.) There are two updates to be aware of. First, Form 5500 includes new compliance questions that plan sponsors can skip when completing the form. Second, if you’re required to… (more…)

Use the “X” forms to correct your returns

Need to correct errors on a tax return? Forms for amending already-filed returns typically have an “X” in the title, such as Form 1040X. What should you do when you discover an error on an already-filed tax return? In most cases, the answer is: prepare and file a correction or an amended return. Forms for amending already-filed returns typically have… (more…)