Electronically filing Form 8955-SSA (5500)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Form 8955-SSA can be electronically filed with Form 5500 or it can be electronically filed separately. When filing both Form 5500 and Form 8955-SSA, a separate electronic file is created for each form. 

Note that Form 8955-SSA is sent to the IRS (not the Department of Labor). There is no signature requirement to electronically file Form 8955-SSA. Therefore, no additional data entry is required for Form 8955-SSA on Screen ELF when filed without Form 5500.

Form 8955-SSA can be suppressed by marking Suppress the creation of: Form 8955-SSA electronic file on Screen ELF in the Electronic Filing folder.

To create the electronic file, refer to Preparing 5500 electronic returns.

Note: The IRS may take up to three weeks to issue the acceptance for Form 8955-SSA.

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