Check on a Form 5500-EZ

[emmetttrudy]

Years ago I remember there was an 800 number you could call to check on the status of a Form 5500-EZ. You could search on an automated system by EIN and PN and they would tell you whether a Form 5500-EZ had been received by the IRS. Does anyone know if this still exists? A plan sponsor is unsure if he/she filed the 2014 Form 5500-EZ. Is there any other way to verify?

[pmacduff]

ok - I found this on the IRS website under the "5500 Corner"

scroll down to 5500-EZ...

Attached is the form they reference that does have a phone number in the header.

Here is the link:

https://www.irs.gov/Retirement-Plans/Form-5500-Corner

hope this is helpful

[emmetttrudy]

thanks. fyi - the client was able to call the general 800 number provided on the 5500-ez instructions and eventually get a hold of someone who was able to confirm the filing. though it took a while and many times of being hung up on because they were receiving an "abnormally large volume of calls".

[NJ Mike]

I just had this same situation.  A client was not sure if he filed the form 5500-EZ for the 2016 plan year.  I called the IRS help number (877) 829-5500 and within 5 minutes I was told a filing was received.  The person I spoke with was very helpful.  Had to provide information from the form (name, address, EIN).

Mike