Where do you mail form 5500-EZ?

File the paper Form 5500-EZ at the following address: Department of the Treasury Internal Revenue Service Ogden, UT 84201-0020 Private delivery services (PDSs). You can use certain private delivery services designated by the IRS to meet the “timely mailing as timely filing/paying” rule for tax returns and payments.

Can I file form 5558 online?

Just because you complete the Form 5558 extension, doesn’t mean you’re automatically off the hook. As you cannot use the EFAST2 system to electronically file the extension, you actually need to have the extension postmarked and mailed no later than the original filing due date.

Can form 5500-EZ be filed electronically?

Beginning January 1, 2021, a one-participant plan or a foreign plan required to file an annual return can file Form 5500-EZ electronically using the Department of Labor’s EFAST2 filing system, or file Form 5500-EZ on paper with the IRS.

Where do I file form 5500 San Francisco?

You may file your 2020 Form 5500-SF online using EFAST2’s web-based filing system or you may file through an EFAST2-approved vendor. Detailed information on electronic filing is available at www.efast.dol.gov. For telephone assistance, call the EFAST2 Help Line at 1-866-GO-EFAST (1-866-463- 3278).

How do I file Form 5500?

The DOL requires that all Form 5500 annual returns be filed electronically using its EFAST2 program. The agency no longer accepts paper filings, except for filers submitting Form 5500-EZ. To start the filing process, you must log in to the EFAST2 processing system and begin completing the correct version of Form 5500.

How long is the extension for Form 5558?

two and a half months
IRS Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits, shares a due date with Form 5500. Plan sponsors can request a one-time extension for up to two and a half months by filing Form 5558, providing you meet the required conditions.

How do I file a 5500 electronically?

How to Electronically File

1. Step 1: Register with EFAST2: Go to the EFAST2 website (https://www.efast.dol.gov/welcome.html) and click “Register” on the left hand side under the Main section.
2. Step 2: Electronically File Form 5500: Log in to the EFAST2 website (https://www.efast.dol.gov/welcome.html)

Who is required to file a form 5500 EZ?

You must file the Form 5500-EZ if a plan meets the requirements alone or combined with any other qualified retirement plan owned greater than 80% by the business owner or a related party (one controlled group) exceeding $250,000.00.

How do I file Form 5500 electronically?

How do I file 5500 extension electronically?

To electronically submit the Form 5500, 5500-SF, or 5500EZ, you may use EFAST2-approved, third-party software or you may use IFILE. You must use IFILE to submit the Form PR. There is no EFAST2-approved third-party software to submit the Form PR.