form 5500 EZ, first and final return for the plan

[Benbob13]

  If you are filing a final 5500 EZ return (because the plan was closed and the assets distributed), but this is also your first return (the assets never exceeded $250,000 so there was no need to file),  do you check both boxes for the first return (A (1)) and for the final return (A (3)) on part 1 of the 5500 ez?   Or do you check only one box, either the first return or the final return?     Thanks. 

[WDIK]

It is both the first and final return.  I check both boxes in this situation.

[cpc0506]

I concur with WDIK.

[Bri]

If you have a short plan year, too, then you can get 5500 Bingo if you later amend the return.  (Extra points if on extension.)

[BG5150]

Do you keep "the first return/report" box checked if you are amending it?  It's no longer the first filing.

[Bri]

Well.....same filing, different version.  5500-EZ version 1.1 rather than 2.0!

[JanetJ]

On 8/29/2018 at 11:20 AM, Bri said:

If you have a short plan year, too, then you can get 5500 Bingo if you later amend the return.  (Extra points if on extension.)

Hi just wondering what you mean 5500 Bingo. I need to amend a 2014 return because total number of participant at end of year was 1 instead of 0. I already have box 1 2 and 4 check now with amendment i need to check box 2. 

[Bri]

I guess that's just referring to checking off "first return, amended return, final return, and short plan year"