instruction (changes) for 2015 5500-EZ

[Tom Poje]

Here are some changes listed on the draft form 5500-EZ.

I suppose the same rules will apply by the time they release the instructions for the 5500-SF as well.

Trust information on line 4 is no longer optional. You are required to answer these questions relating to the name and EIN of the trust, and the trustee’s name and telephone number.
Preparer information on the Form 5500 is no longer optional. You are required to answer these questions relating to the preparer’s name, address, and telephone number.

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I knew the trust info was coming due to the 5500-SUP, but the preparer info caught me off guard.

[Bird]

Preparer information on the Form 5500 is no longer optional. You are required to answer these questions relating to the preparer’s name, address, and telephone number.

I saw that blurb but can't say I looked at it the form all (what if it is self-prepared?) since we always use the SF/1 man filing option. I suppose it is "interesting..."

[Tom Poje]

the draft form 5500EZ has a spot for preparer at the very bottom of the last page

the form 5500-sf for 2015 hasn't been released yet, but I suppose they will simply remove the words "optional" for trustee, and add 'prepared by" at the bottom of the page as well. Guess it will look just like the long form 5500 I can't imagine there being a difference between small plan filing requirements and one person plan requirements.

so now when somebody looks at the form on the DOL website and they wonder "What idiot filled out this 5500 so bad last year"

they will know it was me.

oh well, at least I will be known for something.

new EZ.pdf

[BG5150]

What if I "prepare" the forms, but when I send it to the sponsor for the first time, they decide to make changes to my numbers? After I make the changes, am I still the perparer?