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Amended 5500 EZ- attach extension?


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Guest rachd
Posted

I need to amend a 2002 5500-EZ that was put on extension to file initially. When I send the amended version in- do I attach a copy of the extension as well? My software is prompting me to but I don't think that is right.

Thanks,

Rachel

Posted

I don't think it is required, but what would it hurt if a copy of the extension was included?

...but then again, What Do I Know?

Guest rachd
Posted

My thoughts were just along the line that they only want what is being amended- and the extension would be "extra paper"... although that's why I was asking because I'm not really sure.

I guess it certainly wouldn't hurt to send it along- I was just looking to see what others do.

Thanks for the response!

Posted

Our strategy is to file the Form 5500 and only the pages that are being changed. So we do not file a copy of the extension.

RCK

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