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Posted

We just took over a plan that looks like has been filing under a fiscal year end of 1/31 and not 12/31 as the document states. I am researching if there were any amendments or such. Is the only way to correct by going back and amending the plan year end on all the 5500 with the incorrect date? I know I am way to optimistic about an easier way....

Thanks!

Posted

I've spoken with somone in this exact situation who just filed the next return as a short plan year - in your case, 2-1 to 12-31. While I don't recommend knowingly filing an incorrect return, it does seem like it is one of those no-harm-no-foul situations.

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