Use of 2008 EZ until 2009 forms released

[Guest jmrodrig]

In the past, when a plan terminated (say in late 2008 and got all funds disbursed January 2009), I would usually complete the form 5500 for the 2008 plan year on 2008 forms and I would also complete the Final form 5500 for the short plan year 2009 on 2008 Forms.

Since 2009 Form 5500-EZ has not yet been released, and the form 5500-EZ is still allowed to be filed on paper, does anyone know if we can use 2008 Form 5500-EZ for Final plan years filing for 2009?

What about for normal plan years who may file form 5500-EZ?

Most of the information I come across through various sites are geared towards EFAST2 and the 5500 SF. But I am trying all together to avoid e-filing for those clients who are not computer savvy.

Your help is much appreciated.

Thanks.