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Form 5310 - Electronic Filing


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The Form 5310 instructions indicate the Form must be submitted online starting 4/26/2021.  Has anyone gone through this process?  If so, did you create a Company Account under the client or the TPA?  Seems a company account must be created under the client, but then the client has to complete all the info. and upload the necessary attachments which may be difficult for the client to handle.  We have called the IRS and they did not have any guidance.

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