Date on Form 5558

[Guest txtech]

October 15th is on a Saturday and we will have until Monday October 17th to mail the 5500 forms with extension for 12/31/2004 plan years. What date should be on Line 1 of the form 5558? Instructions say not more than 2 1/2 months. So, should we put 10/15/05 or 10/17/05?

[WDIK]

Back in the "old days", before the 5558 was an automatic extension if filed, the IRS would use red ink (just like my high school English teacher) to change the date to the actual mailing date.

To use your situation as an example and to better illustrate the previous confusing setence, if my extension was filed with a 10/15/2005 requested date, it would be returned with an approved date of 10/17/2005.

I would file the form with the 10/17/2005 date.

[Guest txtech]

I just got an answer to my question. When I go into our 5500 software (Relius GF) and run Batch create, the software inserts the date of 10/17/2005 on the form.