JMH ERISA Posted March 28, 2018 Posted March 28, 2018 I have an ERISA 403(b) plan client who has asked for help filing Form 8955-SSA, and they are subject to the electronic filing requirement for this return (must submit via the FIRE system). I know how to prepare this form but it is not one of my normal services through my consulting business so I do not have the software to create a properly formatted file that I could then submit via FIRE. I can't seem to find any software to create the file that isn't part of a large (costly) subscription or package. Is it possible to create a file without such software? I found the parameters provided on the IRS website, and it seems difficult.
ratherbereading Posted March 29, 2018 Posted March 29, 2018 To file electronically, you have to have software or a service provider that will create the file in the proper format. They may be better off finding a TPA to do this for them. JMH ERISA 1 4 out of 3 people struggle with math
ESOP Guy Posted March 29, 2018 Posted March 29, 2018 I worked for a large firm that had IT people that allowed us to program based on the file specs a FIRE file for 1099-R many years ago. So I am assuming you could do that with the 8955-SSA. I do recall it helped that I had the help of an IT person and I have a degree in Accounting and IT as it would be overwhelming for a novice. I agree if you can find a friendly TPA who has the software you feel comfortable working with you might be easiest. JMH ERISA 1
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