Fiscal Year end in 2009 - plan year begin in 2008

[jkdoll2]

Can you use paper form and mail in to file a fiscal plan begin 12/1/08 and fiscal plan end 11/30/09?

Or do have to use EFAST2 (i-file) to file it? Is it capable to do 2008 fiscal plan ending in 2009?

Thanks

[SheilaD]

You can use paper form for any plan year beginning in 2008.

[JAY21]

A client just called and their 9/1/08 - 8/31/09 Form 5500 was rejected by the DOL as it wasn't filed electronically. I thought we didn't have to file these off-calendar 2008 plan year forms electronically just yet. Am I wrong or did something change ?

[Below Ground]

This copied from DOL website:

The 2008 Form 5500 annual returns/reports (including delinquent or amended 2008 returns/reports) can still be filed using the original EFAST system on paper through October 15, 2010, or electronically through June 30, 2010. The 2008 Form 5500 forms can be completed using EFAST-approved 2008 software or using the official government-produced 2008 forms. The official government-produced forms can be ordered online at the IRS Web site or by calling 1.800.TAX.FORM (1.800.829.3676) between 7:00am and 10:00pm Monday through Friday.

Why Jay21's client had a rejection does not make sense, since the DOL says you can still do paper up through 10/15/2010!

[Belgarath]

Do you seriously expect the DOL to administer its own rules and regulations correctly? It would be nice...maybe it will happen in a galaxy far, far away.

[Belgarath]

And just this morning, we now had precisely the same thing happen. Some of these idiots need to get fired. Of course, I'm crankier than usual given that it is just prior to 4/15. It's been a long 3 months...

So maybe if you ask me next week, I'll let them keep their jobs if they promise to play well with others.

[Below Ground]

Ditto