Jump to content

5500 to EZ


Recommended Posts

Guest duerlings
Posted

Plan has partial termination in 2007. Only "employee" with balance at end of 2008 is owner. No other employees are covered under the plan. Form 5500 was filed in 2007. Qualifies to file Form 5500EZ in 2008 based on requirements. Can you go back to a Form 5500EZ once you have filed a Form 55500 in the past?

Posted

As far as I know, yes; we've done it a few times, but before EFast.

Unless the plan is going to stay around for a while, you have to wonder if the time spent even thinking about it is worth the couple of minutes saved by filing an EZ (and the potential extra time if you have to explain it later).

Ed Snyder

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use