5500-EZ for Solo 401(k) plans If your Solo 401(k) plan assets exceeded $250,000 in value in 2007, a 5500-EZ must be filed by July 30, 2008. This is an informational return used to report plan value to the IRS and does not require any tax payment. 990-T for IRAs with mortgage financed real estate If … [Read more...] about Filing Deadlines: 5500-EZ & 990-T