Form 5500 vs Form 5500-SF

[doombuggy]

If a plan meets the eligibility requirements to be able to use the SF, are they required to do so? Or is it a matter of choice?

Some of my plans are with carriers that I will file an A and possibly a D; some are not.

Does it make a difference that I am using the 5500 instead of the SF? I can't find anything in the instructions that requires you to use the SF if the plan qualifies....

[Tom Poje]

ah, you must still have hair. for those of us grey hairs - at one time you had the choice of filing a 5500 C or a 5500 R (a short form, could be used 2 out of 3 years)

at the company I used to work for, the policy was file the C if you had the time and save the short form for years when you might be behind.

so its really personal preference