2010 5500ez

[Guest MS TPA]

Can a 2009 5500ez form be used to report for the 2010 plan year? The plan terminated early this year and would like to file now.

Thanks!!

[Bird]

Yes.

"For a short plan year, file a return by the last day of the 7th month following the end of the short plan year. Modify the heading of the form to show the beginning and ending dates of your short plan year and check box A(4) for a short plan year. If this is also the first or final return, check the appropriate box (box A(1) or A(3))."

I mean, it doesn't say "use the 2008 Form" but it was too late then anyway (these are the 2009 instructions - it does go on to talk about short year 2008 filing which were sort of a special case due to the new form transition).