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Filing an extension for all clients 5500 forms?


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Guest krisknapp
Posted

We usually only file extensions for the 5500s we have not completed by July 31. However, now that the extension doesn't need to be signed, I was going to file extensions for all my clients. This way if they don't file them before July 31, they will have the extension. Is this a good or bad idea? Any drawbacks I'm not thinking of?

Posted

For those who end up filing on time, are you not unnecessarily extending the period of liminations for the IRS to disqualify the plan and assess taxes against the plan for the year in question?

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