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Posted

Hi,

Thank you all as always for the insights and help. It's one of those days. 

Need to file a DB 5500 and schedule SB for 19, 20, 21 , and 22 with the DFVCP.

 

1.Since it is now 2024, the 2022 can be filed on a 2022 5500. Correct?

2.  However, the 2021, 20, and 19 must be filed with using a 2023 form and inputting the plan year on the 2023 form..as 1/1/ 2021 thru 12/31/2021 and the same for 20 and 19?

2. How is the schedule SB e-filed for 19, 20, and 2021? As an attachment only?

3. And what about the attachments that are ussaly attached with the e filing of the SB (assumptions, provisions, etc.)?

 

Thank you.

Posted

Maybe this question is more clear. For the 2019 and 2020 years it seems that the recommended form to use is the 2023 5500 and we are supposed to enter the 2019 dates on the 2023 formh. Question...if we file the 2019 using a 2022 form (and not on the 23 form) would this be accepted? Thank you.

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