Need copies of old (really old!) Form 5500EZ

[David MacLennan]

As requested by an IRS auditor, I need to prepare 1988 - 1991 Forms 5500EZ for client. Anyone know where I can get copies of these old forms? (IRS website PDF files only go back to 1992.)

[pmacduff]

Others can add to or dispute this, but I believe if you read the instructions for late filings you are to use the current form, cross out the year (2000) and write in the year you are filing. This is applicable for the 5500 forms so I see no reason it wouldn't apply to the 5500EZ. Hope that's helpful.

[David MacLennan]

That makes a lot of sense. The auditor did not present this as an option (she specifically wanted the old forms to be completed), but I will ask her about it.

[Richard Anderson]

pmacduff,

Where are the instructions for late filing that you refer to? Is this in the 5500 instructions, if so, where?

Thanks.

[pmacduff]

Richard - When reading the reams of information in our field, I'm not sure exactly where I read this. I thought it was the 5500 filing instructions but have not been able to find it there. I even checked back through old '99 & '98 instructions; could've sworn there was a section on late filings...In any event, I am attaching a .PDF Federal Register file in reference to the DFVCP and, if you look on page #3, 1st column, last paragraph, it references what to do if you cannot obtain copies of the form years you need (use current form and replace the year). I realize that this is not saying you MUST file current forms with the correction year written in...and that you should try to obtain the year you need... I still believe I read somewhere that you should use the most recent form, cross out the current year and write in the prior year that you are filing for. I will continue to look for the reference materials that I remember having read that do state this is the appropriate method for late filings. I will try to find that and forward it to you.

UT OH...I can't figure out how to attach the .PDF file to this post, please e-mail me and I will send you a copy....Patti

[Richard Anderson]

Thanks Patti,

I tryed to e-mail you through your profile, but could not. My e-mail is richard@schillerspension.com

Thanks again for your help. We have a one participant plan that has never filed and went over $100,000 in 1994; and we have not been able to locate any 1994 - 1996 EZ forms. This sounds like a solution.