Federal Credit for Small Employer Pension Plan Startup Costs

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Credit for Small Employer Pension Plan Startup Costs
Form 8881 (Rev. December 2020)
Form

8881

(Rev. December 2020)
Department of the Treasury
Internal Revenue Service

Credit for Small Employer Pension Plan
Startup Costs and Auto-Enrollment

▶

▶ Attach to your tax return.
Go to www.irs.gov/Form8881 for instructions and the latest information.

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Attachment
Sequence No.

130

Identifying number

Name(s) shown on return

Part I

OMB No. 1545-1810

Credit for Small Employer Pension Plan Startup Costs

Qualified startup costs incurred during the tax year . . . . . . . . . .
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Enter one-half of line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . .
X 250
Enter the number of employees eligible to participate in the pension plan. See instructions.
Enter the greater of $500 or the amount from line 3 (Do not enter more than $5,000) . . . . . . .
Enter the smaller of line 2 or line 4 . . . . . . . . . . . . . . . . . . . . . . .
Credit for small employer pension plan startup costs from partnerships and S corporations . . . .
Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add lines 5 and 6. Partnerships and S corporations, report this amount on Schedule K. All others,
report this amount on Form 3800, Part III, line 1j
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Part II Small Employer Auto-Enrollment Credit
9 Enter $500 if an auto-enrollment option is provided for retirement savings . .
10 Small employer auto-enrollment credit from partnerships and S corporations .
11 Add lines 9 and 10. Partnerships and S corporations, report this amount on
report this amount on Form 3800, Part III, line 1j . . . . . . . . . . .
For Paperwork Reduction Act Notice, see separate instructions.

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Schedule K. All others,
. . . . . . . .

Cat. No. 33435N

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Form 8881 (Rev. 12-2020)



More about the Federal Form 8881 Other Tax Credit TY 2022

We last updated the Credit for Small Employer Pension Plan Startup Costs in February 2023, so this is the latest version of Form 8881, fully updated for tax year 2022. You can download or print current or past-year PDFs of Form 8881 directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8881 from the Internal Revenue Service in February 2023.

Show Sources >

• Original Form PDF is https://www.irs.gov/pub/irs-pdf/f8881.pdf
• Federal Internal Revenue Service at http://www.irs.gov/

Form 8881 is a Federal Other form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

Historical Past-Year Versions of Federal Form 8881

We have a total of eleven past-year versions of Form 8881 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2022 Form 8881

Form 8881 (Rev. December 2020)

2021 Form 8881

Form 8881 (Rev. December 2020)

2020 Form 8881

Form 8881 (Rev. December 2020)

2019 Form 8881

Form 8881 (Rev. December 2017)

2018 Form 8881

Form 8881 (Rev. December 2017)

2017 Form 8881

Form 8881 (Rev. December 2017)

2016 Form 8881

Form 8881 (Rev. December 2013)

2015 Form 8881

Form 8881 (Rev. December 2013)

2013 Form 8881

Form 8881 (Rev. December 2013)

2012 Form 8881

Form 8881 (Rev. December 2006)

2011 Form 8881

Form 8881 (Rev. December 2006)

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