thepensionmaven Posted September 5, 2024 Posted September 5, 2024 I'm using the client's 9/15/24 extension for Form 5500-EZ, which I have not done previously for any client. Do I check 5558 at the top? I was thinking of checkin 5558 at the top and including the Corporate extension as an attachment.
C. B. Zeller Posted September 5, 2024 Posted September 5, 2024 No. You check "Automatic Extension" in the same section. Bill Presson and Lou S. 2 Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
thepensionmaven Posted September 6, 2024 Author Posted September 6, 2024 C.C. Zeller, thanks. I wasn't sure; we don't need any more IRS "love letters"!
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