Jolly G Posted November 11, 2021 Report Share Posted November 11, 2021 Does anyone know when you must file the 5500-EZ given the below circumstance? "My account was closed and all assets were dispersed earlier this year from my Solo 401k plan." Would the 5500-EZ need to be filed within 7 months from the month of full distribution and account closure or can this person file the 5500-EZ by July 31, 2022 if they are on a calendar year schedule? Does any of this depend on when the 1099-R is received? All help is appreciated! -Jolly Link to comment Share on other sites More sharing options...
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