DPSRich

Can a Third Party Administrator who is neither an enrolled agent or holds a Power of Attorney, obtain a signed authorization from the client along with the signed 5500-SF and submit the form by obtaining author credentials? Would it help to obtain a Form 8821 also signed by the client? The I.R.S. does not recognize my rep# as an unenrolled preparer. Your advice would be most helpful. Thank you. DPSRICH

Has anyone heard anything about the release of a new 5558? We are waiting to hear before filing extensions for 12/31/09 Plans. Thanks. DPSRICH

Hi: Form 5500-EZ was released on Saturday. It appears that one MUST go on the I.R.S. Website and type in the info directly from their site, then print it out and mail in. From what I have interpreted Relius and other software vendors will not be making the form available per the 5500-EZ instructions. Am I understanding this correctly? Your comments, please. Thank you.

If the letter comes from the I.R.S. for a 5500 (not an EZ), you are still eligible for the DFVC program. If it comes from the DOL then you are not.