EFAST-2 and 5558 extension

[chc93]

Does anyone know if the Form 5558 extension has to be "attached" to the Form 5500 electronic filing with EFAST-2. Or is mailing to IRS sufficient. Thanks...

[Tom Poje]

the DOL knows

Q26: If I am filing for an extension of time based on a request for an extension submitted on Form 5558 with the Internal Revenue Service, do I need to attach a copy of the Form 5558 to my Form 5500 or Form 5500-SF?

You do not need to attach a copy of the Form 5558 that was filed with the Internal Revenue Service to the annual return/report in EFAST2. You must, however, keep a copy of the Form 5558 that was filed with the Internal Revenue Service with the plan’s records.

this is just one of the common questions they have answered at

http://www.dol.gov/ebsa/faqs/faq-EFAST2.html

note: as for the form 5500 EZ, well, this only references efile2, so....

[Guest Eric J Strand]

the DOL knows

Q26: If I am filing for an extension of time based on a request for an extension submitted on Form 5558 with the Internal Revenue Service, do I need to attach a copy of the Form 5558 to my Form 5500 or Form 5500-SF?

You do not need to attach a copy of the Form 5558 that was filed with the Internal Revenue Service to the annual return/report in EFAST2. You must, however, keep a copy of the Form 5558 that was filed with the Internal Revenue Service with the plan’s records.

this is just one of the common questions they have answered at

http://www.dol.gov/ebsa/faqs/faq-EFAST2.html

note: as for the form 5500 EZ, well, this only references efile2, so....

I realize I don't need to attach the 5558 but what if I publisha 5500 on Relius and it includes all the existing attachments within the Planbook. The 5558 would then be included in the Efast filing. Is that a problem? If so, must I delete the 5558 before publishing?

[Tom Poje]

the Q and A only says you don't need to attach the 5558, so I would take that to mean its not a problem if you do. in other words, I read that to say 'its optional'

[Guest AHS527]

You can select which forms you want to publish on Web Client. You do not have to publish every form you created.

[chc93]

Tom, thank you very much. I actually just found that Q&A#26, then read your response. I should have checked more carefully the first time.