EFILING SSA

[Rai401k]

We use relius web client for efiling the 5500 form, I wanted to see what everyone else was doing now that you can efile the 8955-SSA through web client.

I know other people may not agree but we are finding it difficult to explain to clients that once they file the 5500 they have to drop down the "form set"

to 8955-SSA and file that next (if applicable).

A lot of our clients are getting confused as to why they have to file the 8955 form separatly .... i know we can explain that the SSA goes to the IRS and 5500 to the DOL. But i wanted to see what other people were doing. Maybe our directions aren't clear

Another option we were thinking about is sending the clients an email (password protected) with a copy of the SSA to review and then efiling ourselves since it has our TCC code anyway.

Any feedback would be great!

[Guest JLecas]

We have the clients sign the SSA manually, then we just file it using webclient and our TCC code. We also changed the settings in webclient so that the client doesn't have the option to file the SSA. Much easier to just leave the client out of the e-filing process and do it ourselves.

[Rai401k]

We have the clients sign the SSA manually, then we just file it using webclient and our TCC code. We also changed the settings in webclient so that the client doesn't have the option to file the SSA. Much easier to just leave the client out of the e-filing process and do it ourselves.

I think that is the way to go - thanks for the reply!

[Jim Chad]

I heard that if you are efiling the 8955SSA, it does not need to be signed. Is this correct?

[Rai401k]

I heard that if you are efiling the 8955SSA, it does not need to be signed. Is this correct?

That is my understanding as well. We requested for a TCC code from the IRS and therefore are able to efile the form

[Tom Poje]

same here. we only send a copy to the client to sign and keep for their own records. (client prints and saves a copy of the 5500 for their records at filing time so its not that much different a concept)

we did not bother with obtaining a TCC code, but rather (for a small fee) file all forms in a batch through FT William (one batch before extention deadline, and then the rest in a batch 10 days or so before the extension deadline)