Form 5500

3,290 topics in this forum

1. Under 250K 5500EZ Exemption

   By JBones, October 13, 2011
   • 1 reply
   • 1.7k views
   • 
   • ETA Consulting LLC
   • October 13, 2011

2. Form 5500 Sch R

   By ESOP Guy, October 13, 2011
   • 0 replies
   • 1k views
   • 
   • ESOP Guy
   • October 13, 2011

3. Due date for Form 5500

   By ac, October 12, 2011
   • 1 reply
   • 1.7k views
   • 
   • ESOP Guy
   • October 13, 2011

4. Filing 8955 SSA on FIRE system

   By Jim Chad, September 29, 2011
   • 7 replies
   • 2.7k views
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   • chc93
   • October 13, 2011

5. Schedule H on a Cash Basis

   By 12AX7, October 10, 2011
   • 4 replies
   • 1.8k views
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   • JanetM
   • October 12, 2011

6. 8955-SSA Part I, Line C

   By Guest Annette Leerhoff, October 12, 2011
   • 2 replies
   • 1.4k views
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   • pmacduff
   • October 12, 2011

7. Schedule A for health plan

   By 22su, October 5, 2011
   • 8 replies
   • 8.2k views
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   • Guest
   • October 12, 2011

8. Schedule I Small Plan Reporting

   By Guest mhmarino, October 11, 2011
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • October 12, 2011

9. Faxed/Copied version of 5500-EZ

   By austin3515, October 9, 2011
   • 6 replies
   • 2.4k views
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   • austin3515
   • October 11, 2011

10. Signature on the IQPA

    By 12AX7, October 6, 2011
    • 2 replies
    • 2.2k views
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    • 12AX7
    • October 6, 2011

11. HEART Act and Schedule R Question 9

    By Guest Tudor Fever, September 28, 2011
    • 3 replies
    • 1.5k views
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    • Guest
    • October 5, 2011

12. DFVCP

    By 12AX7, September 28, 2011
    • 2 replies
    • 1.7k views
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    • 12AX7
    • October 4, 2011

13. Schedule A - Part III

    By TPApril, August 15, 2011
    • 1 reply
    • 1.9k views
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    • Guest
    • October 2, 2011

14. Schedule C

    By Guest JMN, August 17, 2011
    • 1 reply
    • 1.2k views
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    • Guest
    • October 2, 2011

15. Schedule D filing

    By Dazednconfused, September 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 2, 2011

16. Amending 2008 form: Sch C

    By Guest cbclark, September 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 2, 2011

17. Form 5500 Schedule A

    By Guest Annette Leerhoff, September 28, 2011
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 2, 2011

18. Delinquent Filer - information only returns

    By SheilaD, September 23, 2011
    • 2 replies
    • 1.6k views
    • 
    • SheilaD
    • September 28, 2011

19. Final 5500 not marked final

    By Guest cbclark, September 22, 2011
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • September 23, 2011

20. 2011 Form 5500

    By chc93, September 22, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 23, 2011

21. Form 5500-EZ late filings

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

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

    By David MacLennan, September 21, 2011
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • September 22, 2011

23. 5500 Filing Relief / Hurricane Irene

    By austin3515, September 20, 2011
    • 1 reply
    • 1.3k views
    • 
    • 12AX7
    • September 22, 2011

24. efiling non-standard plan years

    By M Norton, September 16, 2011
    • 0 replies
    • 1k views
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    • M Norton
    • September 16, 2011

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

    By Guest Ignatius J. Reilly, September 15, 2011
    • 4 replies
    • 1.5k views
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    • Guest
    • September 16, 2011

26. SF or EZ

    By ombskid, October 1, 2010
    • 7 replies
    • 3k views
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    • mwyatt
    • September 16, 2011

27. 8955-SSA individual statements if code D

    By Beemer, September 15, 2011
    • 2 replies
    • 2.1k views
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    • Beemer
    • September 15, 2011

28. No EZ to SF to EZ

    By austin3515, September 14, 2011
    • 5 replies
    • 1.6k views
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    • Bill Presson
    • September 15, 2011

29. 5558 for terminated/distributed plan

    By dmb, September 14, 2011
    • 2 replies
    • 2.9k views
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    • pmacduff
    • September 14, 2011

30. now what?

    By Tom Poje, September 13, 2011
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • September 14, 2011

31. 8955-SSA line 6

    By doombuggy, September 12, 2011
    • 6 replies
    • 2.4k views
    • 
    • Tom Poje
    • September 13, 2011

32. Paid Preparer Rules

    By austin3515, September 7, 2011
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • September 9, 2011

33. Dueling Notices

    By WDIK, September 6, 2011
    • 7 replies
    • 1.9k views
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    • Andy the Actuary
    • September 7, 2011

34. 8955-SSA - No one for 2009

    By austin3515, September 6, 2011
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • September 6, 2011

35. 8955 SSA filing on FIRE system

    By pmacduff, September 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • pmacduff
    • September 6, 2011

36. SEP IRA - 5500

    By jmartin, September 1, 2011
    • 2 replies
    • 3.6k views
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    • austin3515
    • September 2, 2011

37. 2011 IFile

    By 12AX7, August 25, 2011
    • 5 replies
    • 1.9k views
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    • chc93
    • September 1, 2011

38. EFAST2 Invalidates XML

    By Andy the Actuary, August 30, 2011
    • 0 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 30, 2011

39. Reporting fidelity bond with fluctuation feature

    By hunter001, August 26, 2011
    • 4 replies
    • 1.6k views
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    • austin3515
    • August 29, 2011

40. Wrong participant count (by a few)

    By Guest IluvNewComp, August 26, 2011
    • 3 replies
    • 1.5k views
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    • Bird
    • August 27, 2011

41. FYI on SSA Batch Filing on FIRE System

    By austin3515, August 24, 2011
    • 3 replies
    • 1.7k views
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    • chc93
    • August 25, 2011

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

    By TPApril, August 24, 2011
    • 1 reply
    • 1.4k views
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    • austin3515
    • August 24, 2011

43. Schedule C - Brokerage Accounts

    By austin3515, August 19, 2011
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • August 19, 2011

44. Historical Form SSA Info

    By Guest Robin.Wolf, August 17, 2011
    • 5 replies
    • 2.1k views
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    • david rigby
    • August 18, 2011

45. Successful EFiling without User ID and PIN?

    By 12AX7, August 15, 2011
    • 7 replies
    • 2.2k views
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    • K2retire
    • August 16, 2011

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

    By Guest tm3333, August 11, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 15, 2011

47. 5500 Statute of limitations

    By Guest padmin, August 11, 2011
    • 2 replies
    • 2.5k views
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    • chc93
    • August 11, 2011

48. SSA for 403b's

    By austin3515, July 28, 2011
    • 6 replies
    • 2.7k views
    • 
    • austin3515
    • August 11, 2011

49. 8955-SSA Extension Box

    By austin3515, August 11, 2011
    • 6 replies
    • 3.1k views
    • 
    • austin3515
    • August 11, 2011

50. 8955-SSA

    By austin3515, August 10, 2011
    • 2 replies
    • 1.5k views
    • 
    • chc93
    • August 10, 2011