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Posted

Hi,

Thank you as always for all the insights.

A DB plan that has a shortfall shown on the SB, was efiled, however, the attachment for the shortfall amortization was not attached to the filing. The rests of the attachments were properly attached. It shows up on the e fast that the forms were received. However, on the filing system a error message shows, since it is missing this attachment. 

1. Must this filing be amended and then refile and include this attachment?

2. The original filing was filed under the special extension until Feb 3rd 2025 (extended past 10/15/24). If it needs to be amended, should the amended box and special extension box both be checked off or just the amended box. Or to be safe just check both boxes?

Thank you!

Posted

Thank you Lou S. I guess even for those who don't amend unless they really really have to, would agree that in this case it must be amended to include the attachment ?

Posted

IDK, amending isn't that hard and you have piece of mind.

I guess if you have an acknowledgement file that says it was accepted you can make a call whether or not to amend and supply them with the attachment should it come up later but do you want to risk the IRS saying you made an incomplete filing? I mean I doubt they would for something relatively small like that but I'm not the IRS and can't speak to how that would view it.

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