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Form 5500

3,273 topics in this forum

  1. How do I prepare 5500s online so my client can submit thru EFast?

    By RayJJohnsonJr,
    • 4 replies
    • 761 views

  2. Form 5500ez, plan terminated in dec 2023 dividend rolled over in 2024

    By Hope123,
    • 0 replies
    • 392 views

  3. Extend 5500 and then have no filing requirement

    By Tom,
    • 1 reply
    • 704 views

  4. Mailing Form 5558 for confirmed delivery

    By Tom,
    • 3 replies
    • 787 views

  5. Form 5500 #14 - IRS Compliance Questions

    By TN CPA,
    • 3 replies
    • 1.3k views

  6. 8955-SSA for ESOP's

    By Belgarath,
    • 2 replies
    • 491 views

  7. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt,
    • 1 reply
    • 393 views

  8. SAR to Include or Not Include the Paperwork Reduction Act Blurb?

    By 5500Nerd,
    • 4 replies
    • 1.5k views

  9. Significant Deficiency

    By Chaz,
    • 2 replies
    • 977 views

  10. 5500-SF - can I manually mark 5558 box

    By LMK TPA,
    • 5 replies
    • 1.3k views

  11. 8955-SSA DVFC?

    By TPApril,
    • 3 replies
    • 775 views

  12. Form 5500 extensions

    By RPC-TPA,
    • 5 replies
    • 1.7k views

  13. Filing a Form 5500 and Schedule I which are the incorrect Forms

    By DPSRich,
    • 3 replies
    • 733 views

  14. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 591 views

  15. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 492 views

  16. Filing a 5500-SF rather than a 5500-EZ

    By Belgarath,
    • 2 replies
    • 930 views

  17. Penalty for Filing Exempt Form 5500-EZ After Deadline

    By WDIK,
    • 14 replies
    • 2.4k views

  18. Form 5500EZ, assets dip below $250,000

    By Basically,
    • 8 replies
    • 8.2k views

  19. Welfare Plan ownership change mid 5500 plan yr

    By TPApril,
    • 1 reply
    • 514 views

  20. Relius Gov't Form, unable to log in

    By Rayofsunshine,
    • 1 reply
    • 396 views

  21. New Schedule H P2 Expense Breakout Question

    By Numb3rsGame,
    • 9 replies
    • 1.6k views

  22. I'm reviewing a non-profit and trying to connect 5500 form data to its 990 form, but I'm noticing some differences in lots of data points. How do I reconcile that?

    By Cubs1908,
    • 8 replies
    • 1.5k views

  23. Schedule C for a Non-Trust Filing if Non-monetary Funds to Report?

    By 5500Nerd,
    • 2 replies
    • 601 views

  24. EZ Filer.... Changing sponsor from "XYZ CPA" to "Bob & Sue CPAs LLC"

    By Basically,
    • 2 replies
    • 462 views

  25. Final Form 5500 Report

    By 5500Nerd,
    • 4 replies
    • 1.4k views

  26. Schedule R participants with only receivables

    By Pat Crum,
    • 1 reply
    • 704 views

  27. Form M1 and Form 5500 to Match?

    By 5500Nerd,
    • 2 replies
    • 611 views

  28. H&W 5500's - wrapping multiple 5500's into one & plan years

    By TPApril,
    • 2 replies
    • 714 views

  29. DC Plan Audit Reqm't

    By RestAssured,
    • 4 replies
    • 971 views

  30. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically,
    • 1 reply
    • 411 views

  31. Amending 5500-SF to 5500

    By Patrick,
    • 6 replies
    • 956 views

  32. Form 5500-SF Line 14b

    By AmyETPA,
    • 2 replies
    • 1.2k views

  33. Form 5500 - Terminating Solo 401(k)

    By Vlad401k,
    • 5 replies
    • 1.1k views

  34. Should long form be used for investments in a mortgage loan company.

    By Elizabeth Matthews,
    • 0 replies
    • 360 views

  35. Audit Count - Participants with balances

    By austin3515,
    • 11 replies
    • 3k views

  36. Retroactive fidelity bond for large plan?

    By TPApril,
    • 6 replies
    • 1.5k views

  37. Schedule MEP

    By R. Butler,
    • 2 replies
    • 808 views

  38. ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form

    By Belgarath,
    • 0 replies
    • 374 views

  39. Counting ineligible participants with balance

    By TPApril,
    • 8 replies
    • 1.4k views

  40. DOL Letter for Missing Form 5500

    By chinson22,
    • 2 replies
    • 1.1k views

  41. Failure to file 5500 Welfare Medical Plan for failing to address refund allocations in SPD

    By Insurnacegirl555,   
    • 3 replies
    • 971 views

  42. IRS Notification letter number for line 12 5500-SF

    By Tom,
    • 2 replies
    • 1.2k views

  43. Schedule R

    By Elizabeth Matthews,
    • 1 reply
    • 1k views

  44. MEP Schedule

    By Coleboy1,
    • 0 replies
    • 571 views

  45. Late filing DFVCP

    By Old Reliable,
    • 2 replies
    • 1.1k views

  46. Extension date request for an October 1st plan year end.

    By jsample,
    • 2 replies
    • 597 views

  47. Form 5500 - new compliance questions.

    By Belgarath,
    • 3 replies
    • 1.5k views

  48. 2023 Form 5500-SF Questions 14a - IRS Compliance Questions

    By TN CPA,
    • 1 reply
    • 2.3k views

  49. 2023 Form 5500-EZ fill-in version not yet available

    By kpension,
    • 1 reply
    • 647 views

  50. Line 12

    By Tom,
    • 2 replies
    • 976 views
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