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Posted

Is it possible for a terminated plan to file Form 8955 with an end date different than the 5500.  

Example: plan final 5500 2/28/2025; 8955 3/31/2025.

Comments?

Tom

Posted

That would be odd to say the least but I suppose you could put any dates you want on them though I'm not sure how they would both be correct with different dates. 

The 5500 is filed through the DOL EFAST system, the 8955 through the IRS FIRE system. Whether or not the two systems talk to each other, I don't really know.

I assume you are asking because of the 7 month deadline?

I'd say the correct answer is you probably shouldn't but the audit risk seems quite small when you are likely reporting a bunch of final year Ds to remove from the rolls.

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