5500 Filing Extension Date

[Pension RC]

We have a DB plan that has a 9/1 - 8/31/ plan year. Therefore, its 5500 filing date is 3/31 and, each year, we have filed a 5558 extending the deadline to 6/15. The plan terminated 8/31/2015 and, In late December 2015, the last participant was paid. Therefore, the final 5500 is for the short plan year 9/1/2015 - 12/31/2015. When I try to prepare a Form 5558 using our government forms software, I get an error stating that I can't extend the deadline to 6/15/2016, as this doesn't sync with a plan year end of 12/31/2015. Should I just override the software, as it doesn't recognize that the 6/15/2016 really is valid?

Any responses would be appreciated!

[rcline46]

Deadline is 7 months from 12/31, so is 7/31/2016 for the short year. 6/15 would be for the 8/31/2015 year end.

[Pension RC]

Thanks, rcline46. Good point. I just made that change, but my software is still giving me an error. Any suggestions?

[Lou S.]

Call the software vendor?