
Form 5307 Rev March Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans
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People also ask
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What is Form 5307?
An adopter of a Volume Submitter (VS) plan files Form 5307 to request a determination letter (DL) from the IRS for the qualification of a modified defined benefit (DB) or a defined contribution (DC) plan and the exempt status of any related trust.
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What is the phone number for the IRS letter of determination?
Contact IRS Customer Account Services at 877-829-5500 for additional help.
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What is form 5305 used for?
The trustee must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as trustee. Grantor. The grantor is the person who establishes the trust account. Form 5305 may be used to establish the IRA trust for a nonworking spouse.
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What is the 5330 form used for?
More In Forms and Instructions This form is used to report and pay the excise tax related to employee benefit plans.
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What is the IRS form to file an extension?
File Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. You can file by mail, online with an IRS e-filing partner or through a tax professional. Estimate how much tax you owe for the year on the extension form: Subtract the taxes you already paid for the filing year.
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What is tax form 5300?
Organizations file Form 5300 to request a determination letter from the IRS for the qualification of a defined benefit (DB) plan, defined contribution (DC) plan, or 403(b) plan and the exempt status of any related trust.
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