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IRS Issues Draft 2018 Form 5500-EZ

The IRS has issued an early draft version of the Form 5500-EZ to be used when filing data from 2018. It is solely a draft the IRS says it has provided as a courtesy, and is not to be used for filing.

The draft of the 2018 Form 5500-EZ does not show any changes from the 2017 Form 5500-EZ, with the exception of the calendar year the data being reported concerns. The IRS cautions, however, that while it generally does not release draft forms until it believes that all changes have been incorporated in the form in question, “unexpected issues sometimes arise, or legislation is passed, necessitating a change to a draft form.” It also notes that approval by the Office of Management and Budget (OMB) is required before a form is officially released, and that OMB has not yet approved the draft of the 2018 Form 5500-EZ.

The IRS has not yet issued the instructions to the 2018 Form 5500-EZ, nor has it released any drafts of other 2018 Form 5500 materials.