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Posted

Are people filing their SSA extensions whether or not one is due? Of course the issue is that we probably don't know if one is due because if we did there is a good chance we would have filed by that date.

Austin Powers, CPA, QPA, ERPA

Posted

not sure what you are asking. the onstructions say:

For example, in the case of a 2009 plan year or a calendar 2010 plan year, the Form 8955-SSA is not required to be filed before January 17, 2012. See Announcement 2011-21, 2011-12 I.R.B. 567, and in "Employee Plans News", Issue 2011-5, June 22, 2011, page 3, 2009 Form 8955-SSA and 2010 Form 5500-EZ Released. The January 17, 2012 due date may not be extended by filing Form 5558, Application for Extension of Time To File Certain Employee Plan Returns.

since the form was not due until 1/17/2012 then no extension was needed.

Then the instructions indicate the 1/17/2012 due date may not be extended (at least by filing form 5558.) Is there another method I am not aware of to extend the SSA?

Posted

I dunno, I guess when in doubt we'll do one, and if we miss something will just do the filing in the next year. I refuse to care very much about a "late" 8955-SSA filing.

I wonder how many high-level meetings it took to decide that the 5500 series does not need a signature for an extension but the SSA does?

I mean, as if matters when the SSA gets their info!? They could have just made the due date 9 1/2 months after year-end.

Ed Snyder

Posted

It's been there since 1974. Original ERISA language.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

  • 3 weeks later...
Posted

And if you run a plan and have someone file 8955-SSA's for you,

check what's been filed.

The ones just filed for us for 2009 and 2010 were both very wrong. They're computer generated and need to be reviewed by someone who actually knows what's going on.

Or let it go, and in a few years start digging through ancient records to explain to someone why they can't have a balance that's already been paid out.

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