What is a defined contribution plan?

A defined contribution plan is a retirement plan where an employer or employee makes contributions to a specific investment, such as a 401(k) or IRA. The value of the investment fluctuates based on market performance, and the benefits are determined by the amount in the account at the time of retirement.

What information is required for Form 8955-SSA?

For Form 8955-SSA, you will need to report the following information: the name of your employer or payer, the amount of elective deferrals made during the year, the total accumulated balance in the plan at the end of the year, and the type of annuity that will be provided for you upon separation from service.

What is a defined benefit plan?

A defined benefit plan is a type of pension plan where an employer promises to pay a specific amount of money to a retiree, regardless of the performance of the investments supporting the plan. The benefits are calculated based on a formula that typically takes into account the employee's salary and years of service.

What is the Privacy Act?

The Privacy Act is a federal law that protects individuals' privacy rights when dealing with government agencies. It requires agencies to obtain an individual's consent before disclosing their personal information, and provides individuals with the right to access and correct their records.

What is the Paperwork Reduction Act?

The Paperwork Reduction Act requires federal agencies to obtain approval from the Office of Management and Budget (OMB) before implementing any new paperwork requirements on the public. It aims to reduce the burden of paperwork on individuals, businesses, and state and local governments.

What is Social Security Administration?

The Social Security Administration (SSA) is an independent agency of the U.S. government that administers social security programs, including retirement, disability, and survivor benefits.

What is Form 8955-SSA?

Form 8955-SSA, Report of Elective Deferrals, is a form used by taxpayers who participate in certain employer-sponsored non-elective deferred compensation plans. It is used to report elective deferrals made during the year and the total accumulated balance in the plan.

Form 8955-SSA

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Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits

Rev. 2023

Instructions

Form 8955-SSA Instructions - Instructions for Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits

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Form 8955-SSA

FAQ

What is a defined contribution plan?
A defined contribution plan is a retirement plan where an employer or employee makes contributions to a specific investment, such as a 401(k) or IRA. The value of the investment fluctuates based on market performance, and the benefits are determined by the amount in the account at the time of retirement.
What information is required for Form 8955-SSA?
For Form 8955-SSA, you will need to report the following information: the name of your employer or payer, the amount of elective deferrals made during the year, the total accumulated balance in the plan at the end of the year, and the type of annuity that will be provided for you upon separation from service.
What is a defined benefit plan?
A defined benefit plan is a type of pension plan where an employer promises to pay a specific amount of money to a retiree, regardless of the performance of the investments supporting the plan. The benefits are calculated based on a formula that typically takes into account the employee's salary and years of service.
What is the Privacy Act?
The Privacy Act is a federal law that protects individuals' privacy rights when dealing with government agencies. It requires agencies to obtain an individual's consent before disclosing their personal information, and provides individuals with the right to access and correct their records.
What is the Paperwork Reduction Act?
The Paperwork Reduction Act requires federal agencies to obtain approval from the Office of Management and Budget (OMB) before implementing any new paperwork requirements on the public. It aims to reduce the burden of paperwork on individuals, businesses, and state and local governments.
What is Social Security Administration?
The Social Security Administration (SSA) is an independent agency of the U.S. government that administers social security programs, including retirement, disability, and survivor benefits.
What is Form 8955-SSA?
Form 8955-SSA, Report of Elective Deferrals, is a form used by taxpayers who participate in certain employer-sponsored non-elective deferred compensation plans. It is used to report elective deferrals made during the year and the total accumulated balance in the plan.

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Tax forms

Form 8955-SSA is one of Tax forms that are documents used to report income, deductions, and tax liability to the relevant tax authority. These forms are an essential part of the tax filing process and are used to ensure individuals and businesses comply with tax laws and accurately calculate their tax obligations.

The specific tax forms required can vary depending on factors such as an individual's filing status, sources of income, and the country's tax laws. However, here are some common types of tax forms:

Individual Income Tax Forms: These forms, such as the 1040 series in the United States, are used by individuals to report their income, claim deductions and credits, and calculate their tax liability.

Business Tax Forms: Businesses, including sole proprietorships, partnerships, corporations, and self-employed individuals, may have to file various forms to report their income, expenses, and taxes owed. Examples include Schedule C (Profit or Loss from Business) and Form 1120 (U.S. Corporation Income Tax Return).

Employment Tax Forms: Employers are required to report employee wages and withhold and remit payroll taxes. Forms such as W-2 (Wage and Tax Statement) and 941 (Employer's Quarterly Federal Tax Return) are used for this purpose.

Investment and Retirement Account Forms: These forms are used to report investment income, capital gains, and losses, as well as contributions and distributions from retirement accounts. Examples include Form 1099-DIV (Dividends and Distributions) and Form 5498 (IRA Contribution Information).

Estate and Gift Tax Forms: When a person passes away or makes significant gifts, specific forms such as Form 706 (United States Estate (and Generation-Skipping Transfer) Tax Return) and Form 709 (United States Gift (and Generation-Skipping Transfer) Tax Return) are used to report and calculate any applicable estate or gift taxes.

It is important to note that tax laws and forms can change over time, so individuals and businesses should consult the relevant tax authority or seek professional tax advice to ensure compliance with the current requirements.

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