BG5150 Posted December 28, 2021 Posted December 28, 2021 Employer had IRS Plan Number 003 terminated in 2003 and started PN 004 in 2004. I don't know what year they started filing the 5500-EZ, but I'm guessing it was a bunch of years ago. I see letters in my files going back to 2018, but I only have the EZs going back to 2015. The ones I have are all PN 001, so I'm assuming all the others are, too. What's the fix? Can I just fill out question 4 and change the PN there? I'd rather not amend 15 years worth of forms. QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
RatherBeGolfing Posted December 29, 2021 Posted December 29, 2021 Its been a while, but I have contacted the entities division at IRS in the past. I don't have the number available, but I believe you fax them with a request to change the PN, with an explanation, and they fix it in their records for multiple years. I had to do it for several clients after the IRS took it upon themselves to change the PN for several of my plans in 2014 or 2015. Bill Presson 1
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now