M5_Annual Reporting Calendar

Question 1

What is the due date for Form 1099-R to participants?

Answer 1

January 31

Question 2

What is the due date for Form 945 with taxes due to IRS?

Answer 2

January 31

Question 3

What is the due date for Form 945 without taxes due to IRS?

Answer 3

February 10

Question 4

What is the due date for Form 1099-R to IRS (paper filing)?

Answer 4

February 28

Question 5

What is the due date for Form 1096 - Annual Summary Transmittal?

Answer 5

February 28

Question 6

What is the due date for Form 1099-R to IRS (electronic filing)?

Answer 6

March 31

Question 7

What is the due date for Form 5558 (extension for Form 5500 filing)?

Answer 7

July 31

Last day of the 7th month following plan year end

Question 8

What is the due date for Form 5500 and Schedules and Form 8955-SSA?

Answer 8

July 31*

Last day of the 7th month following plan year end

Question 9

What is the due date for SAR?

Answer 9

September 30 or December 15

Two months after the Form 5500 due date

Question 10

What is the due date for Form 5500 and Schedules (with extension)?

Answer 10

October 15

15th day of the 10th month following plan year end

Question 11

What happens if the plan year end and fiscal year end coincide?

Answer 11

The deadline for Form 5500 and related schedules is automatically extended to the due date for the corporate return without having to file a Form 5500 extension.