Form 5500

3,272 topics in this forum

1. 2011 Form 5500

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

2. Form 5500-EZ late filings

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

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

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

4. 5500 Filing Relief / Hurricane Irene

   By austin3515, September 20, 2011
   • 1 reply
   • 1.1k views
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   • 12AX7
   • September 22, 2011

5. efiling non-standard plan years

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

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

   By Guest Ignatius J. Reilly, September 15, 2011
   • 4 replies
   • 1.2k views
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   • Guest
   • September 16, 2011

7. SF or EZ

   By ombskid, October 1, 2010
   • 7 replies
   • 2.3k views
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   • mwyatt
   • September 16, 2011

8. 8955-SSA individual statements if code D

   By Beemer, September 15, 2011
   • 2 replies
   • 1.6k views
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   • Beemer
   • September 15, 2011

9. No EZ to SF to EZ

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

10. 5558 for terminated/distributed plan

    By dmb, September 14, 2011
    • 2 replies
    • 2.6k views
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    • pmacduff
    • September 14, 2011

11. now what?

    By Tom Poje, September 13, 2011
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 14, 2011

12. 8955-SSA line 6

    By doombuggy, September 12, 2011
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • September 13, 2011

13. Paid Preparer Rules

    By austin3515, September 7, 2011
    • 5 replies
    • 1.9k views
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    • austin3515
    • September 9, 2011

14. Dueling Notices

    By WDIK, September 6, 2011
    • 7 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 7, 2011

15. 8955-SSA - No one for 2009

    By austin3515, September 6, 2011
    • 5 replies
    • 1k views
    • 
    • austin3515
    • September 6, 2011

16. 8955 SSA filing on FIRE system

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

17. SEP IRA - 5500

    By jmartin, September 1, 2011
    • 2 replies
    • 3.3k views
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    • austin3515
    • September 2, 2011

18. 2011 IFile

    By 12AX7, August 25, 2011
    • 5 replies
    • 1.4k views
    • 
    • chc93
    • September 1, 2011

19. EFAST2 Invalidates XML

    By Andy the Actuary, August 30, 2011
    • 0 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • August 30, 2011

20. Reporting fidelity bond with fluctuation feature

    By hunter001, August 26, 2011
    • 4 replies
    • 1.2k views
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    • austin3515
    • August 29, 2011

21. Wrong participant count (by a few)

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

22. FYI on SSA Batch Filing on FIRE System

    By austin3515, August 24, 2011
    • 3 replies
    • 1.3k views
    • 
    • chc93
    • August 25, 2011

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

    By TPApril, August 24, 2011
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • August 24, 2011

24. Schedule C - Brokerage Accounts

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

25. Historical Form SSA Info

    By Guest Robin.Wolf, August 17, 2011
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • August 18, 2011

26. Successful EFiling without User ID and PIN?

    By 12AX7, August 15, 2011
    • 7 replies
    • 1.6k views
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    • K2retire
    • August 16, 2011

27. 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

28. 5500 Statute of limitations

    By Guest padmin, August 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • chc93
    • August 11, 2011

29. SSA for 403b's

    By austin3515, July 28, 2011
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • August 11, 2011

30. 8955-SSA Extension Box

    By austin3515, August 11, 2011
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • August 11, 2011

31. 8955-SSA

    By austin3515, August 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • chc93
    • August 10, 2011

32. efast2 not showing filing

    By TPApril, August 1, 2011
    • 5 replies
    • 3k views
    • 
    • Dinosaur
    • August 9, 2011

33. Form 5500

    By Guest mmc, August 9, 2011
    • 0 replies
    • 981 views
    • 
    • Guest
    • August 9, 2011

34. more adventures of form 8955-SSA

    By Tom Poje, July 26, 2011
    • 16 replies
    • 3.5k views
    • 
    • chc93
    • August 9, 2011

35. Small mistake found with filed 5500

    By Guest jc1457, August 9, 2011
    • 4 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 9, 2011

36. DFVC Program

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

37. 5500 ez - 2010 final return

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

38. Filed 5500SF but not eligible

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

39. 5500 Participant Count - change to ineligible class

    By Guest Holly Foster, July 30, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 30, 2011

40. Filing due date for Form 5500

    By tuni88, July 29, 2011
    • 1 reply
    • 831 views
    • 
    • Bill Presson
    • July 29, 2011

41. Failure to file Schedule SSA - Appropriate Method of Correction

    By Guest rocnrols2, March 18, 2003
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 26, 2011

42. Form 5500 filed with incorrect PYB/PYE dates

    By MoShawn, July 19, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2011

43. Form 5500

    By DPSRich, July 21, 2011
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • July 22, 2011

44. Schedule SSA question

    By BG5150, July 21, 2011
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • July 21, 2011

45. 5500 transmission of filing, filing stopped error

    By doombuggy, July 21, 2011
    • 1 reply
    • 964 views
    • 
    • ESOP Guy
    • July 21, 2011

46. 5500-SF Part V, Line 10E Insurance Companies

    By Guest toddsander, July 19, 2010
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 21, 2011

47. 5330 - PTIN required?

    By CJS07, July 20, 2011
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • July 21, 2011

48. Schedule H - Line 4j

    By hunter001, July 19, 2011
    • 1 reply
    • 5.4k views
    • 
    • Guest
    • July 20, 2011

49. Reimbursed fees on Sched H/I

    By TPApril, July 13, 2011
    • 8 replies
    • 1.4k views
    • 
    • TPApril
    • July 19, 2011

50. Extensions

    By Guest babs51, July 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • July 19, 2011