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Posted

If forgot to answer the new compliance question number 12 re the preaproved document letter serial number..CAN it be written in ...as EZ are mailed and not scanned? Thank you

Posted

from the EZ instructions "You can obtain the official IRS printed 2023 Form 5500-EZ from the IRS to complete by hand with pen or typewriter using blue or black ink. Entries should not exceed the lines provided on the form. Abbreviate if necessary"

I'm a stranger on the internet. Nothing I write is tax or legal advice. 

I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?

Posted
20 hours ago, justanotheradmin said:

from the EZ instructions "You can obtain the official IRS printed 2023 Form 5500-EZ from the IRS to complete by hand with pen or typewriter using blue or black ink. Entries should not exceed the lines provided on the form. Abbreviate if necessary"

Thank you! So we will write in the letter serial number.

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