ejohnke Posted March 3 Posted March 3 Looking for some guidance...In 2023, the IRS added Part VIII "IRS Compliance Questions" to Form 5500-SF. We are filing a late 2021 Form 5500-SF using the DFVC program. Since we have to file this on the 2024 Form 5500-SF, do we need to complete these questions that didn't apply to the Form 5500-SF in 2021?
RatherBeGolfing Posted March 3 Posted March 3 26 minutes ago, ejohnke said: Looking for some guidance...In 2023, the IRS added Part VIII "IRS Compliance Questions" to Form 5500-SF. We are filing a late 2021 Form 5500-SF using the DFVC program. Since we have to file this on the 2024 Form 5500-SF, do we need to complete these questions that didn't apply to the Form 5500-SF in 2021? The IRS compliance questions apply to the 2024 Form 5500. While you are filing for a 2021 Plan Year, you are filing a 2024 Form 5500. You need to complete the questions. ugueth, David D and Paul I 3
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