EFAST2 filing

[pmacduff]

when filing a 5500 form for a client (with the authorization form and completed signature page) someone inadvertently did the attachment with only the signature page (page 1) instead of BOTH pages of the 5500 form as required.

Does this filing need to be amended to add the second page to the "Other Attachment"?

We will correct this going forward but what would others do in this circumstance?

I see that I posted the same thing last year with 2009 forms. Not a big deal then as it was the first year of filing. But now we are on to 2010 and I would like to know what others think....

Thanks!

[Andy the Actuary]

when filing a 5500 form for a client (with the authorization form and completed signature page) someone inadvertently did the attachment with only the signature page (page 1) instead of BOTH pages of the 5500 form as required.

Does this filing need to be amended to add the second page to the "Other Attachment"?

We will correct this going forward but what would others do in this circumstance?

I see that I posted the same thing last year with 2009 forms. Not a big deal then as it was the first year of filing. But now we are on to 2010 and I would like to know what others think....

Thanks!

You are publicly asking professionals whether they would follow the law or follow a practical line and do nothing unless a question were raised. There is only one way for professionals to respond to your question.

[TPAMan]

I would go ahead and file an amended return with both pages of the 5500 attached. Seems like it would be fairly easy to proactively make the filing. FWIW, I have no idea what the benefit of the 2nd page is, but then, who asked me?

I think the DOL has pretty lenient the first year around and expect them to get a bit more persnickity this year.