SSRRS Posted July 16, 2024 Posted July 16, 2024 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.
CTipper Posted August 8, 2024 Posted August 8, 2024 Are you still looking for an answer to this question? Did you find an answer elsewhere?
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