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Posted

Although I've prepared 100's of 5500's in the past, that was when we used paper. I don't know how to complete a 5500 so my client can file on EFast.

I've subbed out 5500's to a CPA firm for years, but this new client does not want his 401(k) and PS Plans information shared outside of my office. I realize 5500s are public record anyway, but I want to honor the client's wishes. 

Where do I prepare his 5500's for him?

Thank you, and have a great day. 

Posted

If you can log on at the DOL EFast site, you should be able to create 5500 filings.  I do it once a year for a client.

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