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Guest mk2308
Posted

client has a new EIN, and needs an extension for the 5500. should we file the extension under the old number and note the change when the 5500 is filed, or should we file under the new number?

Posted

Just an opinion, but I would not use the extension form as the vehicle for communicating a changed EIN. Have you checked the 5500 instructions to see if they answer your question?

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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