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Posted

OK - someone in our office filed some returns through EFAST2 and instead of attaching the "other attachment" *.pdf file with BOTH pages of the 5500 form they only included the signature page in the file.

Does anyone know if this would require doing an amended return? Page 2 of the 5500 is already there of course in the main filing.

I know that both pages were SUPPOSED to be included in the file, I'm just wondering what others think as far as amending and refiling.

any thoughts appreciated.

Posted

I am thinking this 1st year of EFAST2 filing, either action should be OK. With the many issues with signing, filing, attaching, etc, I doubt that EBSA will be able to fault any good faith filing.

As long as the filing was accepted, I would hold out for a 'correction' letter before doing anything else.

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