Andy the Actuary Posted July 4, 2010 Posted July 4, 2010 5500s will be submitted using IFILE. I note that attachments may be created either on the specific form (e.g., enter age service array) or using the edit form attachment to include a pdf. In the good old days, we simply piggy backed all the attachments to the 5500. Can this still be done -- i.e., add a single pdf glop (assumptions, plan provisions, age/svc array) or must each attachment be included to a specific spot? The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
JKW Posted July 16, 2010 Posted July 16, 2010 In the Relius Gov't Forms software, if you go to Edit>Attachments. You add them there to the specific line item.
Andy the Actuary Posted July 16, 2010 Author Posted July 16, 2010 In the Relius Gov't Forms software, if you go to Edit>Attachments. You add them there to the specific line item. So, this means that the scan of the first two pages of the 5500 are added as other in this manner, since there appears to be no specific slot? The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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