Jakyasar Posted September 23 Posted September 23 Hi I usually manage to file 5500 forms for late adopters but there is one, could not do it. So, for 2024, when filing the 5500 forms, I know I need to attach a copy of the 2023 SB. A few things I am not clear about: 1. How do I attach a second SB? My program has a specific SB attachment option with additional sub-attachments for the SB attachments. If I do that, no issue 2. If above is not the right way then I need to attach under "other" option but with this option, I will not have sub-attachment options for SB which means all attachments have to go under "other". Any suggestions? Thanks
Calavera Posted September 23 Posted September 23 Scan 2023 signed SB with all 2023 attachments in one pdf file and attach it as "Other". C. B. Zeller and Lou S. 2
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