Department of Labor (DOL) 5500 filing deadlines & electronic filing information

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

This topic provides electronic filing opening day information and information about relevant due dates for 5500 returns.


  • There is no limit for the grace period on a rejected 5500 return, but you should resubmit the return as soon as possible.
  • Technically, the return is filed and posted on the DOL website, even if the status of the return is rejected.
Date Event
1/01/18 EFAST begins accepting Form 5500 and Form 5500-SF electronic returns.
7/31/18 Due date for timely-filed calendar-year-end Form 5500 returns and Form 5558 extensions for Form 5500 and Form 8955-SA.
9/15/18 Due date for timely-filed calendar-year-end Form 5500 returns who are filing as a Direct Filing Entity (DFE).
10/15/18 Due date for transmission of calendar-year-end Form 5500 returns on extension.

Related topics

UltraTax/5500 electronic filing overview

Transmitting & Tracking E-Files

Entity-specific calendars for electronic filing dates overview

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