Form 5500 instructions

 

 

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The Form 5500 Version Selection tool can help determine if you are eligible to file the Form 5500-EZ. Beginning January 1, 2021, the Form 5500-EZ can be filed electronically using certain EFAST2-approved third-party software or using this website's IFILE tool. The Form 5500 Series Quick Start Guide provides an overview of how to file. Form 5500 Version Selection Tool. This tool determines which form type and form year should be used when filing a Form 5500, 5500-SF, or 5500-EZ return/report. To find out who must file or to find detailed instructions specific to your plan's filing requirements, review the filing instructions. All Form 5500, 5500-SF, and 5500-EZ filings must This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Posting on the web does not constitute acceptance of the filing by the U.S. Department of Labor, the Pension Benefit Guaranty Corporation, or the Internal Revenue Service. See the CSV File Data Dictionary and Form 5500 Series Data Dictionary Instructions and sample forms for the Form 5500 and 5500-SF explain in detail who must file. The Form 5500 Version Selection tool can help determine exactly which form in the 5500 series you must file. All Form 5500 and 5500-SFs must be completed and filed electronically using EFAST2-approved third-party software or using this website's IFILE Filing Requirement in the 2009 Instructions for Form 5500. Check the DOL website at efast.dol.gov for additional information about the forms and schedules concerning the EFAST2 processing system, electronic filing, and software. _____ Printed paper 2009 Instructions for Form 5500 may be obtained by calling 1-800-TAX-FORM (1-800-829-3676).

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