Form 5500

3,151 topics in this forum

1. Anyone feel like they are NOT going to make the filing deadline? 1 2

   By Guest AHS527, October 7, 2010
   • 38 replies
   • 5.6k views
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   • GMK
   • November 9, 2010

2. Plan name change 1 2

   By Santo Gold, March 18, 2016
   • 37 replies
   • 12.6k views
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   • MrsMacias
   • August 12, 2019

3. ASPPA ASAP re PTINS for 5500 "preparers" 1 2

   By Belgarath, August 11, 2010
   • 36 replies
   • 6.7k views
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   • goldtpa
   • November 17, 2010

4. Form 5500 Sans Audit Report 1 2

   By austin3515, October 6, 2022
   • 34 replies
   • 1.8k views
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   • austin3515
   • March 22, 2023

5. Relius Web Client 1 2

   By TPAMan, October 16, 2012
   • 32 replies
   • 6.3k views
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   • TPApril
   • October 23, 2014

6. Extension for Form 5500 Denied 1 2

   By ConnieStorer, September 27, 2019
   • 32 replies
   • 4.2k views
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   • cfull
   • November 11, 2019

7. Docusign? 1 2

   By austin3515, June 8, 2018
   • 30 replies
   • 5.1k views
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   • Larry Starr
   • June 19, 2018

8. Who can act as an IQPA? 1 2

   By Guest CFP in Philly, August 27, 2008
   • 30 replies
   • 4.7k views
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   • Guest
   • September 11, 2008

9. Erroneous IRS penalty letters - 2012 filings 1 2

   By Brenda Wren, September 10, 2013
   • 28 replies
   • 6.9k views
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   • Kevin C
   • December 5, 2013

10. 8955 SSA Question 1 2

    By PFranckowiak, March 16, 2011
    • 27 replies
    • 6.1k views
    • 
    • Tom Poje
    • July 5, 2011

11. "One Participant Plan" 1 2

    By thepensionmaven, January 11, 2021
    • 26 replies
    • 3.7k views
    • 
    • RatherBeGolfing
    • April 29, 2021

12. Failure to File 5500EZ 1 2

    By Guest Thornton, January 10, 2003
    • 25 replies
    • 19.9k views
    • 
    • Guest
    • May 28, 2007

13. 5500-EZ Penalty Relief Program - Reasonable Cause 1 2

    By TPApril, May 31, 2019
    • 25 replies
    • 3.9k views
    • 
    • VCH
    • September 11, 2021

14. 5500 Inquiry - 9 years later 1 2

    By LMOC, April 26, 2016
    • 25 replies
    • 3.3k views
    • 
    • Mike Preston
    • May 24, 2017

15. EFAST2 Update 1 2

    By Andy the Actuary, April 20, 2010
    • 25 replies
    • 5.5k views
    • 
    • doombuggy
    • June 4, 2010

16. Late 5500/SF

    By thepensionmaven, April 20, 2018
    • 24 replies
    • 3.4k views
    • 
    • COplainsman
    • June 16, 2021

17. IRS Declares Form 5500 Exempt from PTIN Requirement

    By Dave Baker, December 30, 2010
    • 24 replies
    • 4.9k views
    • 
    • Kevin C
    • February 23, 2011

18. Accounting basis for 5500-EZ?

    By Guest winterhill, July 11, 2007
    • 23 replies
    • 10.3k views
    • 
    • WDIK
    • July 19, 2007

19. File? yes or no poll question

    By WCC, April 6, 2017
    • 23 replies
    • 869 views
    • 
    • John Feldt ERPA CPC QPA
    • April 7, 2017

20. Converting Regular 401K To Solo 401K?

    By pone55, February 19, 2017   

    • solo401k
    • 23 replies
    • 2.9k views
    • 
    • K2retire
    • February 23, 2017

21. IRS letter late filing

    By pmacduff, August 6, 2020
    • 23 replies
    • 4.7k views
    • 
    • RatherBeGolfing
    • March 29, 2021

22. IRS Notices Of Late/Missing Filings For 2004

    By Guest merlin, September 7, 2007
    • 23 replies
    • 7.1k views
    • 
    • Earl
    • October 7, 2008

23. file 5500 without audit? I know, this has been discussed many times, but....

    By WCC, October 12, 2021
    • 22 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • October 20, 2021

24. Solo 401k plan closed issue

    By jsmith1985, October 15, 2014
    • 22 replies
    • 2.6k views
    • 
    • Mike Preston
    • October 18, 2014

25. Termination in 2009

    By Below Ground, April 24, 2009
    • 22 replies
    • 3.8k views
    • 
    • Bird
    • September 2, 2009