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Posted

Filed form 5500-SF. A form 5558 was timely filed extending the deadline, but we neglected to indicate on the form. That has happened a handful of times in previous years; we would just wait for the IRS notice & then respond with a copy of the form 5558.

With the electronic filing I'm a little more uncertain of how we should handle. Should we amend the filing and check the box on the amended filing?

Thank you for any guidance.

Posted

I would amend the filing. It appears that if the client logs in to the DOL/EFAST2 site using his UserID and Password, he will see the history of all filings (original filing and amended filings). However, for public viewing, only the last (most recent) filing (amended) will display. Because of this, my thought is that the DOL/EFAST2 will only consider the most recent filing (amended and now correct). I hope I'm right on this.

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