RayJJohnsonJr Posted August 5, 2024 Posted August 5, 2024 Although I've prepared 100's of 5500's in the past, that was when we used paper. I don't know how to complete a 5500 so my client can file on EFast. I've subbed out 5500's to a CPA firm for years, but this new client does not want his 401(k) and PS Plans information shared outside of my office. I realize 5500s are public record anyway, but I want to honor the client's wishes. Where do I prepare his 5500's for him? Thank you, and have a great day.
Bill Presson Posted August 5, 2024 Posted August 5, 2024 Typically the admin software you use will have a 5500 module that you have to purchase. Seems like a lot of effort for a single client. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
RayJJohnsonJr Posted August 5, 2024 Author Posted August 5, 2024 It is a lot of effort, but I want to keep this client. I have been told I can prepare 5500s fo clients on the DOL site or EFast site. But, I cannot find that.
Bri Posted August 5, 2024 Posted August 5, 2024 If you can log on at the DOL EFast site, you should be able to create 5500 filings. I do it once a year for a client.
RayJJohnsonJr Posted August 5, 2024 Author Posted August 5, 2024 Thanks Bri and Bill. I think I see on the efast how to do it. Thanks again.
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