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Posted

I have a client (small plan, 401(k)) for whom I have e-filed the 5500SF each year.  They no longer use my services, and wish to file an amended 2022 Form 5500-SF.

Can they: create EFAST filing credentials, then immediately file an amended 5500?  

I imagine the answer is "yes", but I am totally unfamiliar with that process, since I file all of my clients' 5500s myself.

Thank you!

Posted

They can get signing credentials here https://www.efast.dol.gov/portal/app/welcome and use the credentials immediately for a filing.

Let's hope they know the potential implications of changing the information in the original filing.  This could wind up like giving an 8 year old a power drill who proceeds to drill holes in anything and everything is sight.

 

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