Guest RONNIE WASEL Posted October 22, 2003 Posted October 22, 2003 We are filing intial and final forms 5500-EZ for MP and PS plans that terminated this year as of August 2003. They are inital because they had never had combined assets of over $100,000 and final because the plans are terminating. Question - can we complete the 5500-EZ on the approved 2002 returns or do we have to wait until next spring when the 2003 forms are released? Thanks.
Guest taj32z Posted October 22, 2003 Posted October 22, 2003 You may use the 2002 5500s form. You just need to make sure that the correct plan year is entered.
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