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Prior 5500 filer, now qualifies for ez....


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Guest jusducki
Posted

DB Plan now only includes husband/wife but used to include other employees. Can we switch from filing a 5500 to a 5500EZ this year? Thanks....

Posted

I'd say yes. I'm not aware of anything to the contrary, nor do I see anything in the instructions as to who is eligible to file an EZ that says you can't.

Guest jusducki
Posted

thanks for your prompt reply. I agree with your take on it - I've just had a situation where a previous 5500 filer suddenly qualifes for an EZ filing...

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