| PDF Category: IRS Forms |
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| Forms 5000 - 5999 |
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| Form 5074 (Rev. 2008) Fill-In Capable - 312 KB |
| Allocation of individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) |
| Form 5227 (Rev. 2008) Fill-In Capable - 477 KB Instructions |
| Split-Interest Trust Information Return |
| Form 5213 (Rev. February 2006) Fill-In Capable - 46 KB |
| Election to Postpone Determination as To Whether the Presumption Applies That an Activity is Engaged in for Profit |
| Form 5300 (Rev. September 2001) Fill-In Capable - 248 KB Instructions |
| Application for Determination for Employee Benefit Plan (Info Copy Only) |
| Form 5300 (Schedule Q) (Rev. August 2001) Fill-In Capable - 45 KB Instructions |
| Elective Determination Requests |
| Form 5304-SIMPLE (Rev. September 2008) Fill-In Capable - 229 KB |
| Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)--Not for Use With a Designated Financial Institution |
| Form 5305 (Rev. March 2002) Fill-In Capable - 34 KB |
| Traditional Individual Retirement Trust Account |
| Form 5305-A (Rev. March 2002) Fill-In Capable - 34 KB |
| Traditional Individual Retirement Custodial Account |
| Form 5305A-SEP (Rev. June 2006) Fill-In Capable - 169 KB |
| Salary Reduction Simplified Employee Pension--Individual Retirement Accounts Contribution Agreement |
| Form 5305-B (Rev. November 2007) Fill-In Capable - 216 KB |
| Health Savings Trust Account |
| Form 5305-C (Rev. November 2007) Fill-In Capable - 216 KB |
| Health Savings Custodial Account |
| Form 5305-E (Rev. March 2002) Fill-In Capable - 43 KB |
| Coverdell Education Savings Trust Account (Under section 530 of the Internal Revenue Code) |
| Form 5305-EA (Rev. March 2002) Fill-In Capable - 44 KB |
| Coverdell Education Savings Custodial Account (Under section 530 of the Internal Revenue Code) |
| Form 5305-R (Rev. March 2002) Fill-In Capable - 34 KB |
| Roth Individual Retirement Trust Account |
| Form 5305-RA (Rev. March 2002) Fill-In Capable - 34 KB |
| Roth Individual Retirement Custodial Account |
| Form 5305-RB (Rev. March 2002) Fill-In Capable - 30 KB |
| Roth Individual Retirement Annuity Endorsement |
| Form 5305-S (Rev. March 2002) Fill-In Capable - 35 KB |
| SIMPLE Individual Retirement Trust Account |
| Form 5305-SA (Rev. March 2002) Fill-In Capable - 35 KB |
| SIMPLE Individual Retirement Custodial Account |
| Form 5305-SEP (Rev. December 2004) Fill-In Capable - 56 KB |
| Simplifies Employee Pension-Individual Retirement Accounts Contribution Agreement |
| Form 5305-SIMPLE (Rev. September 2008) Fill-In Capable - 263 KB |
| Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)-for Use With a Designated Financial Institution |
| Form 5306 (Rev. October 2006) Fill-In Capable - 250 KB |
| Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) |
| Form 5306-A (Rev. September 2004) Fill-In Capable - 103 KB |
| Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) |
| Form 5307 (Rev. March 2008) Fill-In Capable - 413 KB Instructions |
| Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans |
| Form 5308 (Rev. August 2004) Fill-In Capable - 70 KB |
| Request for Change in Plan/Trust Year |
| Form 5309 (Rev. December 2004) Fill-In Capable - 91 KB |
| Application for Determination of Employee Stock Ownership Plan |
| Form 5310 (Rev. April 2006) Fill-In Capable - 339 KB Instructions |
| Application for Determination for Terminating Plan |
| Form 5310-A (Rev. April 2006) Fill-In Capable - 75 KB Instructions |
| Notice of Plan Merger or consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business |
| Form 5329 (Rev. 2008) Fill-In Capable - 291 KB Instructions |
| Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts |
| Form 5330 (Rev. January 2008) Fill-In Capable - 368 KB Instructions |
| Return of Excise Taxes Related to Employee Benefit Plans |
| Form 5405 (Rev. 2008) Fill-In Capable - 264 KB |
| First-Time Homebuyer Credit |
| Form 5434 (Rev. May 2008) Fill-In Capable - 32 KB |
| Joint Board for the Enrollment of Actuaries - Application for Enrollment |
| Form 5434-A (Rev. January 2008) Fill-In Capable - 29 KB |
| Joint Board for the Enrollment of Actuaries |
| Form 5452 (Rev. December 2006) Fill-In Capable - 303 KB |
| Corporate Report of Nondividend Distributions |
| Form 5471 (Rev. December 2007) Fill-In Capable - 433 KB Instructions |
| Information Return of U.S. Persons With Respect To Certain Foreign Corporations |
| Form 5471 (Schedule J) (Rev. December 2005) Fill-In Capable - 39 KB |
| Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation |
| Form 5471 (Schedule M) (Rev. December 2007) Fill-In Capable - 240 KB |
| Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons |
| Form 5471 (Schedule O) (Rev. December 2005) Fill-In Capable - 92 KB |
| Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock |
| Form 5472 (Rev. December 2007) Fill-In Capable - 279 KB |
| Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business |
| Form 5495 (Rev. 2008) Fill-In Capable - 218 KB |
| Request for Discharge from Personal Liability Under Internal Revenue Code Section 2204 or 6905 |
| Form 5498 (Rev. 2008) Information Copy Only - 53 KB |
| IRA Contribution Information |
| Form 5498-ESA (Rev. 2008) Information Copy Only - 48 KB Instructions |
| Coverdell ESA Contribution Information |
| Form 5498-SA (Rev. 2008) Information Copy Only - 48 KB |
| HSA, Archer MSA, or Medicare Advantage MSA Information |
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| 5500 Series Forms |
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| Form 5500 (Rev. 2008) Information Copy Only - 70 KB Instructions |
| Annual Return/Report of Employee Benefit Plan |
| Form 5500-EZ (Rev. 2008) Information Copy Only - 73 KB Instructions |
| Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan |
| Form 5500 Schedule A (Rev. 2008) Information Copy Only - 140 KB |
| Insurance Information |
| Form 5500 Schedule C (Rev. 2008) Information Copy Only - 129 KB |
| Service Provider Information |
| Form 5500 Schedule D (Rev. 2008) Information Copy Only - 126 KB |
| DFE/Participating Plan Information |
| Form 5500 Schedule E (Rev. 2008) Information Copy Only - 145 KB |
| ESOP Annual Information |
| Form 5500 Schedule G (Rev. 2008) Information Copy Only - 132 KB |
| Financial Transaction Schedules |
| Form 5500 Schedule H (Rev. 2008) Information Copy Only - 145 KB |
| Financial Information |
| Form 5500 Schedule I (Rev. 2008) Information Copy Only - 125 KB |
| Financial Information -- Small Plan |
| Form 5500 Schedule R (Rev. 2008) Information Copy Only - 115 KB |
| Retirement Plan Information |
| Form 5500 Schedule SB (Rev. 2008) Information Copy Only - 2452 KB |
| Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information |
| Form 5500 Schedule SB (Rev. 2008) Information Copy Only - 2456 KB |
| Single-Employer Defined Benefit Plan Actuarial Information |
| Form 5500 Schedule SSA (Rev. 2008) Information Copy Only - 119 KB |
| Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits |
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| Form 5558 (Rev. January 2008) Fill-In Capable - 279 KB |
| Application for Extension of Time To File Certain Employee Plan Returns |
| Form 5578 (Rev. June 1998) Fill-In Capable - 41 KB |
| Annual Certification of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax |
| Form 5622 (Rev. January 2006) Fill-In Capable - 58 KB |
| Employee Benefit Plan Minimum Participation Standards |
| Form 5623 (Rev. January 2006) Fill-In Capable - 122 KB |
| Minimum Vesting Standards Defined Contribution Plans Worksheet Number 2-Determination of Qualification |
| Form 5625 (Rev. February 2006) Fill-In Capable - 183 KB |
| Employee Benefit Plan Joint and Survivor (Worksheet Number 3 - Determination of Qualification) |
| Form 5626 (Rev. December 2006) Fill-In Capable - 563 KB |
| Employee Benefit Plan -- Miscellaneous Provisions -- (Worksheet Number 4 -- Determination of Qualification) |
| Form 5627 (Rev. February 2006) Fill-In Capable - 312 KB |
| Employee Benefit Plan Coverage and Nondiscrimination Requirements: Defined Contribution Plans (Worksheet Number 5 - Determination of Qualification) |
| Form 5695 (Rev. 2008) Fill-In Capable - 336 KB |
| Residential Energy Efficient Property Credit |
| Form 5713 (Rev. December 2004) Fill-In Capable - 252 KB Instructions |
| International Boycott Report |
| Form 5713 (Schedule A) (Rev. December 2004) Fill-In Capable - 75 KB |
| International Boycott Factor (Section 999(c)(1)) |
| Form 5713 (Schedule B) (Rev. December 2004) Fill-In Capable - 87 KB |
| Specifically Attributable Taxes and Income (Section 999(c)(2)) |
| Form 5713 (Schedule C) (Rev. December 2005) Fill-In Capable - 54 KB |
| Tax Effect of the International Boycott Provisions |
| Form 5735 (Rev. March 2007) Fill-In Capable - 198 KB Instructions |
| American Samoa Economic Development Credit |
| Form 5754 (Rev. December 2008) Fill-In Capable - 224 KB |
| Statement by Person(s) Receiving Gambling Winnings |
| Form 5768 (Rev. December 2004) Fill-In Capable - 46 KB |
| Election/Revocation of Election by an Eligible Section 501(c)(3) Organizations To Make Expenditures To Influence Legislation |
| Form 5884 (Rev. 2008) Fill-In Capable - 205 KB |
| Work Opportunity Credit |
| Form 5884-A (Rev. December 2008) Fill-In Capable - 296 KB |
| Credits for Affected Midwestern Disaster Area Employers |
