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Form 5500 Final Return Error - web client


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Guest Peggy S
Posted

Error Msg when filing via Relius Web Client

Details of Plan are:

Fully Insured, Welfare Plan, LTD Plan

Beg. Yr Head Count: 512

End Yr Head Count: 0

Company acquired. Plan terminated on last day of Plan Year 12/31

Premiums paid out of company general assets

Part 1, B checked Final Return -

This is the message I get.

Fail when Form 5500, Line B (Final Return) is checked, unless "termination" criteria (Bypass-T) is set or (Form 5500 Lines, 9a(2) and 9b(2) are checked and line 6f equal zero) or (Form 5500, Line 8a contains "1H").

What is Termination Criteria (Bypass T). There are no assets., under a fully insured plan, the insurance company pays all claims that incurred prior to 12/31...

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