Tax Preparation Help  
Instructions for Form 5500 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.

Quick Reference Chart for Form 5500, Schedules and Attachments. Summary: This table is a reference as to what schedules need to be completed with Form 5500 dependent upon what type of pension plan the taxpayer participates in. This section of the table lists the situations for Schedules A, B, C, D, E, G, and H.

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