Filing Requirements

Form 1099-Rs are required to be provided to participants who receive distributions from the plan by January 31st of the following year.

Form 5500 is required to be filed for qualified retirement plans by the end of the 7th month following the plan year end, or 9.5 months after year end if extended.

Other Forms may need to be filed for specific situations. ARS will advise when applicable.

More Reminders