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Missing 2008 5500


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Posted

My client believes that they submitted their 2008 5500 even though it does not show up on freeesrisa.com. I called the EFAST2 helpline and the plan came back as not received. The system said it should be resubmitted. Hence my question:

Has anyone resubmitted before getting a letter?

Since they are sure they mailed it in they are not interested in submitting using DFVC.

Can they resubmit via EFAST2 using "other attachment" to explain that is was sent in on time but not received?

Posted
Since they are sure they mailed it in they are not interested in submitting using DFVC.

Are they sure to the tune of $1,100 a day?

...but then again, What Do I Know?

Guest AHS527
Posted

Whatever you decide to do I believe you need to put the 2008 info on a 2009 form. If there is a Schedule R you need to attach the original 2008 Schedule R as an "other attachment" and efile everything. Check the FAQs on the Efast website for further clarification.

Posted

Is the EFAST2 help line only for EFAST2 filings?

Did they wipe out the EFAST1 automated recording entries?

I have a similar situation but I see the 2008 on FreeERISA but the EFAST2 status check line says it was not received.

Other than the 866-463-3278 is there another quick way to check if a filing was received other than FreeERISA?

What am i missing?

To answer your original question I have fought (really the client fought) becuase a client did not want to pay the $750 and they eventually won but does not seem worth it. Also, the plan was audited 2 months later.... coincidence?

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