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Jill R.

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  1. I linked to it above, but here is the direct link (hopefully the list will increase). Tax Year 2022 Other Tax Exempt Entities Modernized e-File (MeF) Providers – Form 5330 | Internal Revenue Service (irs.gov)
  2. This change is a real PITA issue for people who need to Form 5330. If you look at the Final Regs that came out regarding the new electronic filing requirement for Form 5330, you will see that we must use an authorized MeF filer. It appears that there is currently one approved electronic filer for Form 5330 at this time. They offer two options 1) buy their software or 2) pay them to do the filing. Mandatory Electronic Filing for Certain Form 5330 Filers Using the IRS Modernized e-File System (MeF) | Internal Revenue Service.
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