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4 Nov 2016 For smaller filers, advance short form (SF) copies of 2016 Form 5500–SF and 2016 Instructions for Form 5500–SF also were released last 16 Mar 2017 IRS Releases Form 5500-EZ and Form 8955-SSA for 2016 Plan 2016 Form 5500-EZ and Instructions; 2016 Form 8955-SSA and Instructions. File the 2016 Form 5500-SF for plan years that began in 2016. The form, and any required schedules and attachments, must be filed by the last day of the 7th calendar month after the end of the plan year (not to exceed 12 months in length) that began in 2016. Short Years. The “Changes to Note” section of the 2016 instructions highlight important Although they appear on the 2016 Form 5500, Form 5500-SF, Schedules H, I, and 13 Dec 2018 Form 5500-EZ, Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan (instructions). 19 Oct 2016 The IRS has released the draft instructions for the 2016 Form 5500-EZ. This follows the release of the draft 2016 Form 5500-EZ in August 2016. 1 Jul 2016 SF annual return/report and related instructions. The changes are generally not significant. Changes to the Form 5500 and Form 5500-SF andEmployee Benefit Plan, electronically with EFAST2 rather than filing a Form 5500-EZ on paper with the IRS. See. EFAST2 Filing System in these instructions. 2 Nov 2016 Advance copies of the 2016 Form 5500 and Form 5500-SF are now The instructions have been updated to reflect an increase in the Forms 5500, 5500-SF, and. 5500-EZ Codes for Principal. Business Activity. This list of principal business activities and their associated codes is designed to

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