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Hi

Thank you as always for the insights. We need to Efile a 2020 5500 for a DB PLAN with the DFVCP. The new rules say we must efile 2020, and prior years,  using the 2023 forms. I noticed on line that however, for the SB the correct year form can be used and signed and  attached as a pdf to the e-filing and to label it other attachment. 

Question. Does this mean that we only file the 23 5500 and the sb is only filed as a pdf attachment? OR IS the 23 SB filled out for the 20 year, and efiled along with the 5500sf. And then  2 sb attachments will be attached. One attachment being a pdf of the signed  23 sb(with the 2020 on it obviously) that is labeled mb sb actuary signature and then we must attach a pdf of the signed copy of the 2019 year sb labeled other attachment?

Thank you.

  • 4 weeks later...

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