WEBRequesting a Waiver of the Electronic Filing Requirements: The IRS may waive the requirements of the electronic filing of the Form 5500-EZ in cases of undue economic hardship. For information on filing a request for a hardship waiver for 2022 or 2023 plan years, see Rev. Proc. 2015-47, 2015-39 I.R.B. 419 .
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Instructions for Form 5500-EZ - Internal Revenue Service
WEBForm 5500-EZ must be filed by the last day of the 7th calendar month after the end of the plan year that began in 2023 (not to exceed 12 months in length). Note. If the filing due date falls on a Saturday, Sunday, or legal holiday, the return may be iled on the next day that is not a Saturday, Sunday, or legal holiday.
WEBDue date: the last day of the seventh month after the plan year ends (July 31 for a calendar year plan). Extensions: request on Form 5558; Mandatory electronic filing; Penalty relief program for Form 5500-EZ late filers; Request copies of filed Forms 5500-EZ using Form 4506 PDF (includes instructions). Filing an Amended 2020 Form 5500-EZ
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FAQs on EFAST2 Electronic Filing System | U.S. Department of …
WEBJan 3, 2024 · For the Form 5500-EZ: If you are a one-participant plan or a foreign plan, beginning January 1, 2021, you must file the Form 5500-EZ electronically through EFAST2.
WEBJan 1, 2021 · Instructions and forms for the Form 5500-EZ are maintained by IRS. You must generally file the return on the last day of the seventh month after your plan year ends (July 31 for a calendar-year plan). Extensions for up to 2 ½ months may be requested in advance by filing the Form 5558 with the IRS.
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2021 Form 5500-EZ Instructions 031221-CLEAN - U.S.
WEBThe 2021 Form 5500-EZ can also be electronically filed using the EFAST2 filing system or filed on paper with the IRS. For more information about electronic filing, see the EFAST2 website at www.efast.dol.gov. For telephone assistance, call the EFAST2 Help Desk at 1-866-GO-EFAST (1-866-463-3278).
WEBOn January 1, 2024 EFAST released the 2023 Form 5500, 5500-SF, and 5500EZ for filing of annual returns/reports. Electronic filing for Form 5558 is unavailable for form year 2023. See IRS article for further information.
WEBBeginning January 1, 2021, you can file the Form 5500-EZ electronically through EFAST2; you can no longer use the Form 5500-SF to electronically file “one-participant” plan and foreign plan annual returns. One-participant plans …
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IRS Form 5500-EZ: Solo 401(k) Filing & Reporting Requirements …
WEBJan 9, 2024 · The IRS Form 5500-EZ is due on July 31. Tips for Filing Solo 401 (k) Form 5500-EZ. Watch on. IRA Financial’s Adam Bergman discusses IRS Form 5500-EZ. How to report the fair market value of assets held by your Solo 401 (k) plan to the IRS.
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7 Common Questions About 5500-EZ Filings - Safeguard Advisors
WEBJun 15, 2022 · The filing of form 5500-EZ is due on the last day of the 7 th month from the end of the plan year. Since most all Solo 401 (k) sponsoring businesses operate on a calendar year, that means the filing is due the last day of July in the following year.
