Form 5500

3,290 topics in this forum

1. amending a Schedule C

   By K2retire, June 10, 2014
   • 6 replies
   • 2.2k views
   • 
   • Peter Gulia
   • June 11, 2014

2. CP 220 Notice

   By Guest jvgatty, January 29, 2014
   • 10 replies
   • 9.4k views
   • 
   • Rai401k
   • June 9, 2014

3. 5500SF instead of EZ

   By austin3515, June 6, 2014
   • 5 replies
   • 1.9k views
   • 
   • Lou S.
   • June 6, 2014

4. Schedule H - distribution fees

   By SusanKD, June 5, 2014
   • 2 replies
   • 1.6k views
   • 
   • Tom Poje
   • June 6, 2014

5. 8955-SSA - client approval

   By rcline46, May 30, 2014
   • 3 replies
   • 3.9k views
   • 
   • chc93
   • June 5, 2014

6. IDAs with LLC investments

   By Lori Foresz, June 4, 2014
   • 1 reply
   • 3.6k views
   • 
   • Bird
   • June 5, 2014

7. Small plan needs audit?

   By Flyboyjohn, June 4, 2014
   • 1 reply
   • 1.3k views
   • 
   • Kevin C
   • June 4, 2014

8. 5500 SF - 10a

   By CJS07, June 4, 2014   

   • QNEC
   • 1 reply
   • 2.3k views
   • 
   • TPAMan
   • June 4, 2014

9. Municipality Money Purchase Plan

   By Deaconmomma, May 30, 2014
   • 1 reply
   • 1.8k views
   • 
   • FormsRstillmylife
   • June 2, 2014

10. Late 5500?

    By katie58, May 29, 2014   

    • Merged 401(k) Plans
    • 1 reply
    • 1.4k views
    • 
    • Flyboyjohn
    • May 29, 2014

11. 5500 EZ DFVC

    By austin3515, May 19, 2014
    • 2 replies
    • 2.3k views
    • 
    • Kevin C
    • May 20, 2014

12. 8955-SSA code D's; count them or not?

    By BG5150, May 16, 2014
    • 6 replies
    • 2.7k views
    • 
    • Bird
    • May 19, 2014

13. Schedule H - Trust Information

    By austin3515, May 16, 2014
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 17, 2014

14. Bill from IRS for 2004 5500

    By Young Curmudgeon, May 16, 2014
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • May 16, 2014

15. PEO and open MEP?

    By cdavis25, January 29, 2014
    • 5 replies
    • 4.7k views
    • 
    • Guest
    • May 15, 2014

16. IRS now officially linked with DOL DFVC program

    By Tom Poje, May 15, 2014
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 15, 2014

17. relief for late filers of 5500 EZ

    By Tom Poje, May 13, 2014
    • 1 reply
    • 1.1k views
    • 
    • A Shot in the Dark
    • May 13, 2014

18. Form 5500 SF- Line 8f

    By Guest vsinicrope, April 30, 2014   

    • fees
    • commissions
    • (and 2 more)

      Tagged with:

      • fees
      • commissions
      • 8f
      • 5500SF
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 8, 2014

19. Compliance Check - Asset Values

    By Buckoosier, April 24, 2014
    • 4 replies
    • 1.6k views
    • 
    • Draper55
    • May 8, 2014

20. Use of 1/2 as an entry date to delay 80/120 rule

    By Guest GuyHockerIII, April 7, 2014
    • 8 replies
    • 2k views
    • 
    • shERPA
    • May 5, 2014

21. Welfare Plans - Code 4R - any problems in later years?

    By Belgarath, April 18, 2014
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 30, 2014

22. Classification of REIT & Municipal bonds on Schedule H

    By Guest pal107, April 29, 2014
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2014

23. Schedule C

    By austin3515, April 25, 2014
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • April 28, 2014

24. Fair Value vs Contract Value

    By austin3515, April 25, 2014
    • 3 replies
    • 8.4k views
    • 
    • austin3515
    • April 28, 2014

25. DFVCP applicable if IRS contacted client re no 5500 filed?

    By Anonymoose, April 17, 2014   

    • DFVCP IRS
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • April 21, 2014

26. Schedule C - Alternative Reporting Option

    By 12AX7, March 27, 2014
    • 1 reply
    • 2.3k views
    • 
    • sam2012
    • April 18, 2014

27. EZ vs SF

    By ombskid, February 12, 2014
    • 12 replies
    • 7.7k views
    • 
    • Beltane
    • April 16, 2014

28. Lost Earnings on Schedule H

    By sam2012, April 16, 2014   

    • 5500
    • schedule H
    • (and 2 more)

      Tagged with:

      • 5500
      • schedule H
      • lost earnings
      • 5500-sf
    • 1 reply
    • 3k views
    • 
    • BG5150
    • April 16, 2014

29. Schedule C Required???

    By Andy the Actuary, April 2, 2014
    • 9 replies
    • 3.1k views
    • 
    • sam2012
    • April 13, 2014

30. Schedule A for ASO's not required to file

    By TPApril, April 1, 2014
    • 0 replies
    • 5k views
    • 
    • TPApril
    • April 1, 2014

31. Controlled Group - Two Plans - How Many Audits?

    By Guest Jay345, March 26, 2014
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • March 27, 2014

32. 5500-SF with life insurance?

    By KCA, March 6, 2014
    • 4 replies
    • 2.8k views
    • 
    • BG5150
    • March 6, 2014

33. Form 5500 for 2014 calendar year

    By chc93, February 7, 2014
    • 2 replies
    • 2.3k views
    • 
    • chc93
    • February 7, 2014

34. Ineligible employees allowed to participate in error

    By jpokusa, January 28, 2014
    • 3 replies
    • 1.4k views
    • 
    • ESOP Guy
    • January 28, 2014

35. 2012 PY 5500 needs to be amended

    By doombuggy, January 21, 2014
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • January 21, 2014

36. form 5500ez late in first year

    By Draper55, January 10, 2014   

    • reasonable cause
    • 3 replies
    • 1.6k views
    • 
    • Draper55
    • January 13, 2014

37. 5500 vs SF / Schedule A

    By KoolLady4, January 10, 2014
    • 3 replies
    • 1.9k views
    • 
    • KoolLady4
    • January 10, 2014

38. New 5500 Search on DOL Web-site

    By austin3515, January 7, 2014
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 8, 2014

39. 80/120 rule

    By K2retire, December 30, 2013
    • 6 replies
    • 3k views
    • 
    • Andy the Actuary
    • December 30, 2013

40. Schedule A - fail to provide any information checkbox

    By TPApril, December 24, 2013
    • 4 replies
    • 1.3k views
    • 
    • TPApril
    • December 26, 2013

41. Late 5500

    By goldtpa, December 14, 2013
    • 4 replies
    • 1.7k views
    • 
    • GMK
    • December 24, 2013

42. DFVC Questions - can fees be waived

    By TPApril, December 18, 2013
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • December 20, 2013

43. 5500 Late Filing

    By KevinMc, December 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • December 11, 2013

44. Form 8955-SSA

    By MarZDoates, December 10, 2013
    • 3 replies
    • 5.9k views
    • 
    • My 2 cents
    • December 10, 2013

45. Erroneous IRS penalty letters - 2012 filings

    By Brenda Wren, September 10, 2013
    • 28 replies
    • 8.4k views
    • 
    • Kevin C
    • December 5, 2013

46. Late Deferrals and Attachment to Schedule H, Line 4a

    By msmith, November 26, 2013
    • 0 replies
    • 2.1k views
    • 
    • msmith
    • November 26, 2013

47. Late form 8955

    By Chippy, November 22, 2013
    • 2 replies
    • 2.1k views
    • 
    • ESOP Guy
    • November 25, 2013

48. Form 8822-B - change in responsible party

    By Kevin C, November 19, 2013
    • 5 replies
    • 3.9k views
    • 
    • Bill Presson
    • November 21, 2013

49. IRS Notices Reminding EZ Filers to file for 2013

    By austin3515, November 12, 2013
    • 8 replies
    • 3.4k views
    • 
    • goldtpa
    • November 17, 2013

50. First year 5500 filing

    By Hypothetically, October 18, 2013
    • 12 replies
    • 3.2k views
    • 
    • JKW
    • November 7, 2013