Form 5500

3,284 topics in this forum

1. Schedule I Small Plan Reporting

   By Guest mhmarino, October 11, 2011
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • October 12, 2011

2. Faxed/Copied version of 5500-EZ

   By austin3515, October 9, 2011
   • 6 replies
   • 2k views
   • 
   • austin3515
   • October 11, 2011

3. Signature on the IQPA

   By 12AX7, October 6, 2011
   • 2 replies
   • 2k views
   • 
   • 12AX7
   • October 6, 2011

4. HEART Act and Schedule R Question 9

   By Guest Tudor Fever, September 28, 2011
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • October 5, 2011

5. DFVCP

   By 12AX7, September 28, 2011
   • 2 replies
   • 1.5k views
   • 
   • 12AX7
   • October 4, 2011

6. Schedule A - Part III

   By TPApril, August 15, 2011
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 2, 2011

7. Schedule C

   By Guest JMN, August 17, 2011
   • 1 reply
   • 1k views
   • 
   • Guest
   • October 2, 2011

8. Schedule D filing

   By Dazednconfused, September 8, 2011
   • 1 reply
   • 1k views
   • 
   • Guest
   • October 2, 2011

9. Amending 2008 form: Sch C

   By Guest cbclark, September 14, 2011
   • 1 reply
   • 849 views
   • 
   • Guest
   • October 2, 2011

10. Form 5500 Schedule A

    By Guest Annette Leerhoff, September 28, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2011

11. Delinquent Filer - information only returns

    By SheilaD, September 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • SheilaD
    • September 28, 2011

12. Final 5500 not marked final

    By Guest cbclark, September 22, 2011
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • September 23, 2011

13. 2011 Form 5500

    By chc93, September 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • September 23, 2011

14. Form 5500-EZ late filings

    By Guest bernverd, September 20, 2011
    • 1 reply
    • 1k views
    • 
    • 12AX7
    • September 22, 2011

15. IRS Pre-Announcement of 5500EZ New Late Filer Program

    By David MacLennan, September 21, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • September 22, 2011

16. 5500 Filing Relief / Hurricane Irene

    By austin3515, September 20, 2011
    • 1 reply
    • 1.2k views
    • 
    • 12AX7
    • September 22, 2011

17. efiling non-standard plan years

    By M Norton, September 16, 2011
    • 0 replies
    • 910 views
    • 
    • M Norton
    • September 16, 2011

18. Does a DFVC Filing Increase the Likelihood of DOL Audit?

    By Guest Ignatius J. Reilly, September 15, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • September 16, 2011

19. SF or EZ

    By ombskid, October 1, 2010
    • 7 replies
    • 2.4k views
    • 
    • mwyatt
    • September 16, 2011

20. 8955-SSA individual statements if code D

    By Beemer, September 15, 2011
    • 2 replies
    • 1.7k views
    • 
    • Beemer
    • September 15, 2011

21. No EZ to SF to EZ

    By austin3515, September 14, 2011
    • 5 replies
    • 1.2k views
    • 
    • Bill Presson
    • September 15, 2011

22. 5558 for terminated/distributed plan

    By dmb, September 14, 2011
    • 2 replies
    • 2.7k views
    • 
    • pmacduff
    • September 14, 2011

23. now what?

    By Tom Poje, September 13, 2011
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 14, 2011

24. 8955-SSA line 6

    By doombuggy, September 12, 2011
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 13, 2011

25. Paid Preparer Rules

    By austin3515, September 7, 2011
    • 5 replies
    • 2k views
    • 
    • austin3515
    • September 9, 2011

26. Dueling Notices

    By WDIK, September 6, 2011
    • 7 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 7, 2011

27. 8955-SSA - No one for 2009

    By austin3515, September 6, 2011
    • 5 replies
    • 1.1k views
    • 
    • austin3515
    • September 6, 2011

28. 8955 SSA filing on FIRE system

    By pmacduff, September 6, 2011
    • 0 replies
    • 1.2k views
    • 
    • pmacduff
    • September 6, 2011

29. SEP IRA - 5500

    By jmartin, September 1, 2011
    • 2 replies
    • 3.4k views
    • 
    • austin3515
    • September 2, 2011

30. 2011 IFile

    By 12AX7, August 25, 2011
    • 5 replies
    • 1.5k views
    • 
    • chc93
    • September 1, 2011

31. EFAST2 Invalidates XML

    By Andy the Actuary, August 30, 2011
    • 0 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • August 30, 2011

32. Reporting fidelity bond with fluctuation feature

    By hunter001, August 26, 2011
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • August 29, 2011

33. Wrong participant count (by a few)

    By Guest IluvNewComp, August 26, 2011
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • August 27, 2011

34. FYI on SSA Batch Filing on FIRE System

    By austin3515, August 24, 2011
    • 3 replies
    • 1.4k views
    • 
    • chc93
    • August 25, 2011

35. Schedule C - all eligible indirect comp but for $500

    By TPApril, August 24, 2011
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • August 24, 2011

36. Schedule C - Brokerage Accounts

    By austin3515, August 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • MoJo
    • August 19, 2011

37. Historical Form SSA Info

    By Guest Robin.Wolf, August 17, 2011
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • August 18, 2011

38. Successful EFiling without User ID and PIN?

    By 12AX7, August 15, 2011
    • 7 replies
    • 1.7k views
    • 
    • K2retire
    • August 16, 2011

39. Can final 5500 be filed while Form 5310 application is pending?

    By Guest tm3333, August 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 15, 2011

40. 5500 Statute of limitations

    By Guest padmin, August 11, 2011
    • 2 replies
    • 2.3k views
    • 
    • chc93
    • August 11, 2011

41. SSA for 403b's

    By austin3515, July 28, 2011
    • 6 replies
    • 2.3k views
    • 
    • austin3515
    • August 11, 2011

42. 8955-SSA Extension Box

    By austin3515, August 11, 2011
    • 6 replies
    • 2.6k views
    • 
    • austin3515
    • August 11, 2011

43. 8955-SSA

    By austin3515, August 10, 2011
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • August 10, 2011

44. efast2 not showing filing

    By TPApril, August 1, 2011
    • 5 replies
    • 3.4k views
    • 
    • Dinosaur
    • August 9, 2011

45. Form 5500

    By Guest mmc, August 9, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 9, 2011

46. more adventures of form 8955-SSA

    By Tom Poje, July 26, 2011
    • 16 replies
    • 3.7k views
    • 
    • chc93
    • August 9, 2011

47. Small mistake found with filed 5500

    By Guest jc1457, August 9, 2011
    • 4 replies
    • 2k views
    • 
    • Andy the Actuary
    • August 9, 2011

48. DFVC Program

    By austin3515, January 4, 2011
    • 4 replies
    • 2.3k views
    • 
    • ERISAatty
    • August 8, 2011

49. 5500 ez - 2010 final return

    By Guest xi9001, March 6, 2011
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • August 7, 2011

50. Filed 5500SF but not eligible

    By jkharvey, August 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • August 5, 2011