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Posted

First time filing under DFVC for an EZ.

I recall with regular 5500's, you file the 5500 first, then file the DFVC request.

Seems unclear with the instructions, other than that you cannot do an electronic filing to get DFVC relief.

Mailing address for 5500: 

Department of the Treasury

Internal Revenue Service

Ogden, UT 84201-0020

Mailing address for 5500 under DFVC: 

Department of the Treasury
1973 Rulon White Blvd.
Ogden, UT 84201

So unclear to me if there should be just the 1 DFVC filing, or a 5500 filing as well?

 

Posted

The 5500-EZ is included in the DFVC filing.

The DFVC steps for an EZ are, for example:

To complete the filing:
• Form 5500-EZ - prepared, and signed and dated.
• Put the Form 14704 - Transmittal Schedule - Form 5500-EZ on top of the Form5500-EZ.
• Attach a check for fees payable to the "United States Treasury".

The forms and check should be mailed by first class mail to:

Internal Revenue Service
1973 Rulon White Blvd.
Ogden, UT  84201

The instructions have a slightly different if the filing is sent by a delivery service.

It actually is a very simple process.

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