Dating Hardcopy 5500's

[austin3515]

Are people going nuts trying to get clients to signh the hard-copy by 10/15, or taking it on faith that if they efiled by 10/15, and subsequently sign the hard-copy they should be all set as long as its within a couple of days?

Generally, or course, not an issue but on 10/15 it becomes an iomportant question!

[Bill Presson]

Are people going nuts trying to get clients to signh the hard-copy by 10/15, or taking it on faith that if they efiled by 10/15, and subsequently sign the hard-copy they should be all set as long as its within a couple of days?

Generally, or course, not an issue but on 10/15 it becomes an iomportant question!

We told them to do it, but once we submitted the electronic version successfully, our work was done.

[BeanCounterBlues]

I agree with the previous post. I advise the client in the instruction sheet I attach to the client's hard copy of the 5500 that it must be signed and dated and that the due date is Oct 15 (2010). For those that were done at the last minute and / or hard copy of Form mailed to them later, I stated in a letter that the date should be the date the e file was sent and I give them the specific date. That is the same date the client put the PIN into my computer (remotely via web conferencing where I was not looking at their input to meet the secrecy rules).

[BG5150]

I told my folks to sign it with the date it was e-filed.

If they e-filed it on 10/12 but don't actually sign the paper copy (with 10/12 as the date) until November, who's gonna know? I doubt the DoL will be showing up at people's doors demanding the signed 5500 on Halloween.