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Amending a 5500 for a plan year ending 6/30/2001 and 6/30/2002


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Guest jazmyn
Posted

Do I have to file the amended returns on the 2000 and 2001 forms or can I use current forms?

Posted

You can order old forms from the IRS directly by calling 800-829-3676. I called first thing in the morning about 3 weeks ago (we are talking 8am or so), and had virtually no wait. I ordered forms for 1999 - 2002 for an off-cal. plan year like yours. They will have to be completed by hand or typed, but I only needed the 5500 itself.

QKA, QPA, ERPA

 

Guest anonymous coward
Posted

Last I heard (I need to follow up on this later), is that the IRS--from 1-800-TAX-FORM--carries blank paper 5500's back to the mid-80's

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