DFVC - quick question

[Guest m.n.ouellette]

I have a client who has never had a 5500 filed, since 1994. I prepared the 2009 5500-SF and filed it on time. I am ready to prepare and file thru the DFVC his 1994 - 2008 forms. I will use the 2009 form and IFile them all, as instructed, but my question is: May I use the SF or do I have to use the regular loongg 5500?

THANKS to all who can answer.

[K2retire]

It is my understanding that the SF may not be used for any year before it was initially available.

[Tom Poje]

The understanding is correct (note this is Q 4a, so it was a clarification of Q 4 which simply said you file using the current year 5500.

Q and A's are found a thttp://www.dol.gov/ebsa/faqs/faq-EFAST2.html

Q4a: Can filers use the Form 5500-SF to file 2008 or prior year delinquent or amended return/reports?

No. You may not file the Form 5500-SF for any 2008 or prior plan year return/report.

Filers wishing to file or amend their plan year 2008 or prior Form 5500 must use the current Form 5500 to submit that return/report in accordance with the directions in FAQ 4. Required schedules must be included in accordance with the procedures described in FAQ 4.

Filers wishing to file or amend their plan year 2008 or prior Form 5500-EZ must use the correct prior year paper version only and must file it with the IRS. Filing electronically using EFAST2 on a Form 5500 or Form 5500-SF is not allowed. Filers should contact the IRS at 1-877-829-5500 for further information.

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