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Posted

Client changed name and EIN in 1996. When they changed service provider in 2002, new TPA picked up the old EIN and filed 2002-2006 5500s under the wrong EIN. We filed for 2007 and 2008 using the correct EIN. Now IRS is looking for the 2007 5500 under the wrong EIN. How do I fix this?

Respond to IRS Notice noting in Section I of the notice that the Form 5500 for 2007 was filed under a different EIN (the correct EIN) and leave it at that.

Or do I need to amend each Form to show the correct EIN? I don't have copies of the forms from 2002-2006. Would I just print the 1st page of a 2009 Form and indicate an amended return, the appropriate PYE and correct EIN?

Thanks!

Posted
Respond to IRS Notice noting in Section I of the notice that the Form 5500 for 2007 was filed under a different EIN (the correct EIN) and leave it at that.

I would probably start here.

...but then again, What Do I Know?

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