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Posted

Just putting together the 5500 to send out to the client when I noticed that the address and EIN don't match the 5558. I'm not entirely sure what the problem is (probably in someone's vision!), but the 5500 has the correct info. The plan name is the same on both, but I know that the EIN matters more.

The 5558 instructions don't have a mechanism for amending the form. Any suggestions as to what to do? How about an attachment to the filing explaining the difference (computer glitch, most likely)? I figure it couldn't hurt...

On the daring side, I could wait and see if it generates a letter from EBSA, except that the client actually did file 2003 late (in December 2004), and I'd like to avoid any possible flashbacks.

Posted
On the daring side, I could wait and see if it generates a letter from EBSA

Take the plunge!

Besides, it appears from my experience that most (if not all) extraneous attachments made to a filing do little good.

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

Posted

My experience shows that the only time an extension is even recognized by the IRS is as an attachment to the actual filing.

Wonder if anyone has any contrary recent (past few years) experience.

CBW

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