ESOP Guy Posted November 22, 2019 Posted November 22, 2019 I am working with an ESOP to get their problems cleaned up. We need to file an amended Form 5500 for the a 10/1/2014 to 9/30/2015 plan year. We can't access the 2014 form on FT Williams. I don't do really old forms like this very often but something in the back of my mind says after so many years EFAST2 requires you to submit very old 5500 on the current year's form. So I am thinking this is right. Seems very unlikely FT Williams would get this wrong also But can someone confirm this for me? Thanks
Bill Presson Posted November 22, 2019 Posted November 22, 2019 If you use this page: 5500 Form Selector it will tell you. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
ESOP Guy Posted November 22, 2019 Author Posted November 22, 2019 48 minutes ago, Bill Presson said: If you use this page: 5500 Form Selector it will tell you. I learned something new today and that is really a neat little site/function. Thanks Bill Presson 1
Kristina Posted November 25, 2019 Posted November 25, 2019 EFAST maintains only 4 form years at a time, currently 2015, 2016, 2017 and 2018. On 1/1/20 it will be 2016, 2017, 2018 and 2019. If you are filing a delinquent or amended filing for a year prior to 2015, you will need to file on the 2018 5500 Series, but may be required to include correct year schedules. Make sure that 2014 filing on the 2018 forms is completed by 12/31/19, as EFAST will reject it out of hand on 1/1/20 when they are looking for the 2019 forms. Kristina
chc93 Posted December 9, 2019 Posted December 9, 2019 On 11/25/2019 at 11:23 AM, Kristina said: EFAST maintains only 4 form years at a time, currently 2015, 2016, 2017 and 2018. On 1/1/20 it will be 2016, 2017, 2018 and 2019. If you are filing a delinquent or amended filing for a year prior to 2015, you will need to file on the 2018 5500 Series, but may be required to include correct year schedules. Make sure that 2014 filing on the 2018 forms is completed by 12/31/19, as EFAST will reject it out of hand on 1/1/20 when they are looking for the 2019 forms. Hi Kristina... can you please explain. I just looked on EFAST, and all forms from 2009 are available. Thanks...
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