IRS Forms

The IRS-5300 Series Forms module provides you with a comprehensive resource for all your IRS and PBGC Forms.

Software Highlights

Avoid manual data entry. Import information directly from plan documents.

Efficient. Unlimited concurrent users.

Fast. Create .pdfs of final IRS forms to email to clients.

Extensive online error correction. Check for accuracy with extensive error checking and context-sensitive help buttons.

New! Batch 8905. Available for Cash Balance Plans.

IRS Forms

  • 5300
  • 5307
  • 5300/07 Attachments
  • “Notice to Interested Parties”
  • 8717

  • 2848
  • 2848-VS
  • 56
  • 8905
  • 5309
  • 5310

  • 5310A
  • 6088
  • 5308
  • 5330
  • 8821

PBGC Forms

  • PBGC 500
  • PBGC 500 EA-S
  • PBGC 501
  • PBGC 500 REP-S
  • PBGC 600
  • PBGC 600 EA-D
  • PBGC 600 REP-D
  • PBGC 601
  • PBGC 602
  • PBGC MP
  • PBGC MP A
  • PBGC MP B
  • PBGC MP PV

EPCRS Forms

  • Streamlined VCP
  • Full VCP

IRS Fill-in* Forms

  • W-4
  • 5329
  • 8837
  • 8822
  • 5304-SIMPLE
  • 5305-SIMPLE
  • 5305-S SIMPLE
  • 5305-SA SIMPLE
  • 5305-SEP
  • 5305A-SEP
  • 5306
  • 5306-A
  • 1023

* Form field data are not maintained on the Wolters Kluwer Legal & Regulatory US servers. You may save the form with the form entries as a .pdf file on your local drive. Most of these forms were obtained from the IRS website.