Jump to content

Late Form 5500


Guest JBarn

Recommended Posts

Posted

Any advice on what letter to IRS should say

when filing Form 5500 C/R for 401-k Plan that was due 6/15/99 (this was extension due date-return due 4/1/99)? This is first filing

for Plan. Does IRS assess money penalties?

Thanks for help.

Posted

I have a client or two that have filed late 5500's for one reason or another. An IRS agent once told us that late filing is not the end of the world. They are not concerned about accidents, oversights, etc. It's the chronic late filer or non-filer that they are inclined to levy fines against.

Send the form in with a letter indicating sorrow for missing the filing deadline. Include a reference indicating you consider this obligation to be important and you will file timely in the future.

Good Luck.

Posted

truth is always a good approach. don't make up some excuse that you think the IRS might accept.

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.

Posted

Thank you for the guidance.

Archived

This topic is now archived and is closed to further replies.

×
×
  • Create New...

Important Information

Terms of Use