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Just to be clear ... you cannot change an allocation formula (or contribution formula, in the case of a mandatory match) once someone has earned the right to the allocation. So, for example, if someone needs 1,000 to share in the allocation, you have until that occurs to modify the allocation formula (usually considered to be about 5 months into the plan year, but if you have a company that has lots of overtime, that may be too late). If there are no allocation requirements in the plan, then you have to amend before the beginning of the year. If the plan has a last day requirement, people con't earn the right to the contribution until the last day of the plan year, so you have until then to amend. Hope this helps ...

They look only at the amended return. If the 5558 box is checked, they will see that the original filing was put on extension. The very short version is you don't file an extension for an amended return, but an amended return should disclose that the original filing originally was extended.

Assuming there was a 5558 filed to extend the original filing and the box was checked on the original filing, then check the 5558 box on the amended return. An amended return replaces the original filing in the EFAST2 records.

of course, there is nothing to stop someone from adding additional items to the spreadsheet. the spreadsheet originated in the is way: years ago, when Benefits Link first started, Dave Baker had a spot you could 'articles' or something similar. too long ago for me to remember. I had been curious how the numbers for limits were calculated, the IRS would release them , and by coincidence always at the time of the ASPA Annual Conference. So I researched the issue and wrote an article about how the values were derived. Someone did contact me and said everything was fine, but I didn't indicate the calculation were done to 3 decimal places. Then someone else sent me a spreadsheet he created based on what I wrote up and asked me to see if it made sense. (I think it was Ken Vollmer) Spreadsheet worked great, I modified the spreadsheet to my tastes, and then the following year verified the numbers matched the IRS calculations. After that I would plug in the CPI values and post the 'projected' calculations on Benefits Link, probably as early as June. And then eventually posted the spreadsheet so others could use it. Certainly the spreadsheet was a better contribution than my postings in the humor column or any pension songs I attempted, I'm sure. God bless all, enjoying retirement, helping out at church in many different ways. Taught myself to play the psaltery. peeking in at the web site from time to time.

Since this thread is 20 years old, one can only hope that it has been resolved by now...