Sara Hotvedt Posted July 12, 2024 Posted July 12, 2024 Owner-only plan didn't file 5500-EZ in 2021 or 2022. Is it recommended to file the two late 5500-EZs separate from the timely filed 2023 Form 5500-EZ? It seems to me that filing them all together would make more sense since there wouldn't be a situation where the timely form is processed before the late forms, resulting in correspondence. Thanks for your input.
Bill Presson Posted July 13, 2024 Posted July 13, 2024 I would do them separately. Why would you include a timely filing with a late filing. Perhaps you extend 2023 and file it in October. But go ahead and submit the two late ones as soon as you can. https://www.irs.gov/retirement-plans/penalty-relief-program-for-form-5500-ez-late-filers CuseFan, Lou S. and Luke Bailey 3 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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