Form 5330 AR 2022-2024

Form 5330 AR: What You Should Know

E., the first two pages of Part I of Form 5330). PART II. RELEVANCE EXE TER AND REVENUE EXPORT For use of this form, see AR 638-2. Relevant Parts. Rev 7A, 7D) and Rev 7A(1) PART II—RELEVANCE EXE TER. These procedures apply if the beneficiary's death results from the act or omission by an employee in the performance of an employee benefit plan (and in no case is the act or omission an act or omission of the employer as to which the employer would be liable for excise taxes imposed by IRC 26 and 26A). 1. I, _________, of ________, state that I am the executor of the estate and request that the estate return to me the remainder of the excise tax related to the qualified retirement plans of my spouse and of my deceased spouse if I am executor of the estate. APD LC v1.01ES. 2. I, _________, state that I am the executor of the estate and request that the estate return to me all the excise tax related to the qualified retirement plans of my surviving spouse and of my deceased spouse if I am executor of the estate. APD LC v1.02ES. 3. Form 5330 (Rev. 1) (available on IRS website at) is filed with the Department of the Treasury. The form contains information that is needed in order for the Commissioner of the Internal Revenue to determine if a payment can be made to the beneficiaries of tax-filing dependent tax returns. APD LC v1.01ES. 4. If the Commissioner decides that a payment can be made without obtaining a payment record statement from the beneficiary, prepare the payment and return Form 5330 to the Department of the Treasury. APD LC v1.01ES. 5. If the Commissioner decides that a payment can be made with respect to the beneficiary's qualified retirement plan, use Form 5330 to send the payment to the beneficiary. APD LC v1.01ES. 6. If Form 5330 cannot be properly used because the Commissioner has determined that certain tax information is not needed, use Form 5320, Exemption Certificate Required. APD LC v1.01ES. 7.

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