Form 8955-SSA Resources
I want to:
Get a copy of the form and instructions
- Form 8955-SSA (2010)
- Form 8955-SSA Instructions (2010)
- Form 8955-SSA (2009)
- Form 8955-SSA Instructions (2009)
Request an extension of time to file:
- Form 5558, Application for Extension of Time To File Certain Employee Plans Return
Late filers and possible penalties:
How to report deferred vested benefits date for plan years 2009 and 2010:
- Form 8955-SSA for Plan Years 2009 and 2010 (Video - 2:41 minutes)
How to consolidate plan years, what forms to use and when they are due.
File my return electronically:
- Filing Information Returns Electronically
- Approved Software Vendors Form 8955-SSA
- Questions about using FIRE? Email mccrip@irs.gov.
Get an answer to my question:
- Frequently Asked Questions regarding Form 8955-SSA
Including information for 403(b) plan sponsors and e-file providers
Read guidance about the form:
- Announcement 2011-21, Replacement of Schedule SSA with Form 8955-SSA
I'm a software developer:
- Rev. Proc. 2011-31, Publication 4810, contains information required to file Form 8955–SSA through the IRS FIRE (Filing Information Returns Electronically) system.
- Form 8955-SSA 2-D Barcode Standards (6/7/2012)
Page Last Reviewed or Updated: 26-Sep-2012
