BTH Posted September 24, 2024 Posted September 24, 2024 A Plan has a short plan year running from 7/1/2022 through 12/31/2022. For the 5500 filing, an auditor's report was not attached and the "it will be attached to the next Form 5500 pursuant to 29 CFR 2520.104-50" box is checked. For the 1/1/2023-12/31/2023 5500, I figured that we would attach the auditor's report, which would cover the full period running from 7/1/2022-12/31/2023. However, they also want us to file an amended 2022 short year return and attach the auditor's report. From what I can tell, an amended return isn't necessarily required for the 2022 short year, just that you have to include the auditor's report with the 2023 return. Thoughts?
Bill Presson Posted September 24, 2024 Posted September 24, 2024 Don't file an amended return for 2022. Just attach the audit report for the 7/1/2022 - 12/31/2023 period to the 2023 filing. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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