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AK Form 3921: What You Should Know

Other Forms You May Need: Form 709 — IRS Form 709 is needed for those who choose to participate in tax-related retirement plans. You can find more information on the IRS website.  Forms 706, 707, 709, 710 & 711 — IRS Form 706, 707, 709, 710 and Form 711 are required if you are an employee stock ownership plan (ESOP) owner, shareholder, or participant, and you wish to report transactions with and transfers of stock as discussed in this article, which involves exchanges of ESOP shares. Learn how to file these forms. If you do not have any plans, you may wish to consider filing a TOS for your ESOP or to participate in a retirement plan to receive the benefits that come with these types of plans. If you file any of these forms, you must report each transaction on Form 8949, Employer's Annual Return for Social Security and Railroad Retirement.

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