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Instructions for Form 5330 2006 Tax Year

This is archived information that pertains only to the 2006 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

Index

This is archived information that pertains only to the 2006 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

D

Disqualified benefit, funded welfare plans, Part I — Summary of Taxes Due
Disqualified person, Schedule of Other Participating Disqualified Persons and Description of Correction
Due dates,

M

Minimum funding standards, failure, Tax on Failure To Meet Minimum Funding Standards

N

Nonallocation period, Prohibited allocations for ESOP or worker-owned cooperative.
Nonallocation year, Prohibited allocations of securities in an S corporation.
Nondeductible employer contributions, Part II (Section 4972)
Exception, defined benefit plan, Defined benefit plans exception.
Exception, defined contribution plan, Defined contribution plans exception.
Nondeductible contributions, Nondeductible contributions.
Qualified plan, Section 4972.
Notice of significant reduction in future accruals, Tax on Failure to Provide Notice of Significant Reduction in Future Accruals
Applicable individual, Tax on Failure to Provide Notice of Significant Reduction in Future Accruals

P

Payment of taxes, Required disclosure. Lines 13a through 13c.
Penalty, Interest., Penalty for late filing of return.
Late payment, Penalty for late payment of tax.
Private delivery services, Private delivery services.
Prohibited allocation
Disqualified person, Prohibited allocations of securities in an S corporation.
ESOP, Line 5a. Section 4979A - Tax on Certain Prohibited Allocations of Qualified ESOP Securities., Prohibited allocations for ESOP or worker-owned cooperative.
Nonallocation period, Prohibited allocations for ESOP or worker-owned cooperative.
S corporation, Prohibited allocations of securities in an S corporation.
Synthetic equity, Prohibited allocations of securities in an S corporation.
Worker-owned cooperative, Prohibited allocations for ESOP or worker-owned cooperative.
Prohibited reportable transaction, Line 5b. Section 4965 - Prohibited Tax Shelter Transactions.
Prohibited tax shelter transaction, Line 5b. Section 4965 - Prohibited Tax Shelter Transactions.
Entity manager, Line 5b. Section 4965 - Prohibited Tax Shelter Transactions.
Required disclosure, Required disclosure. Lines 13a through 13c.
Prohibited transaction, Tax on Prohibited Transactions
Correcting, Correcting certain prohibited transactions.
Correction period, Correcting certain prohibited transactions.
Definition, Prohibited transaction.
Disqualified person, Disqualified person.
Exemptions, Exemptions.
Failure to correct, Additional tax for failure to correct the prohibited transaction (Section 4975(b)).
Investment advice, Prohibited Transactions and Investment Advice
Purpose of form, Purpose of Form

R

Required disclosure
Prohibited tax shelter transaction, Required disclosure. Lines 13a through 13c.
Reversion of qualified plan assets, Tax on Reversion of Qualified Plan Assets to an Employer
Qualified plan, Tax on Reversion of Qualified Plan Assets to an Employer
Terminated defined benefit plan, Terminated defined benefit plan.

T

Table of due dates,

W

When to file, When To File
Where to file, Where To File
Who must file, Who Must File
Worker-owned cooperative, Prohibited allocations for ESOP or worker-owned cooperative.

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