Forms Library

Official Internal Revenue Service Form 5309 for Application for Determination of Employee Stock Ownership Plan, sourced from the IRS forms and publications catalog.

Application for plan determination letter

Request for determination letter on plan amendment

Official Internal Revenue Service Form 5316 for Application for Group or Pooled Trust Ruling, sourced from the IRS forms and publications catalog.

IRS form used to report and pay additional taxes on early distributions, excess contributions, or missed required minimum distributions from IRAs and retirement plans.

Australian Home Affairs form declaring family composition for visa and immigration purposes.

Official Internal Revenue Service Form 5434 for Joint Board for the Enrollment of Actuaries - Application for Enrollment, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5434 - A for Joint Board for the Enrollment of Actuaries - Application for Renewal of Enrollment, sourced from the IRS forms and publications catalog.

IRS form required for U.S. persons who are officers, directors, or shareholders of certain foreign corporations to report ownership and financial information.

Official Internal Revenue Service Form 5471 (Schedule E) for Income, War Profits, and Excess Profits Taxes Paid or Accrued, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule G - 1) for Cost Sharing Arrangement, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule H) for Current Earnings and Profits, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule I - 1) for Information for Global Intangible Low - Taxed Income, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule J) for Accumulated Earnings and Profits (E&P) of Controlled Foreign Corporation, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule M) for Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule O) for Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of Its Stock, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule P) for Previously Taxed Earnings and Profits of U.S. Shareholder of Certain Foreign Corporations, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule Q) for CFC Income by CFC Income Groups, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5471 (Schedule R) for Distributions From a Foreign Corporation, sourced from the IRS forms and publications catalog.

IRS form for reporting transactions between a 25% foreign-owned U.S. corporation (or foreign corporation in U.S. trade) and its foreign related parties.

Official Internal Revenue Service Form 5498 - ESA for Coverdell ESA Contribution Information, sourced from the IRS forms and publications catalog.

Official Internal Revenue Service Form 5498 - QA for ABLE Account Contribution Information, sourced from the IRS forms and publications catalog.

Reports health savings account contributions

Joint IRS/DOL form used by employee benefit plan administrators to report information about the plan's financial condition, investments, and operations.