Electronically filing Schedules MB and SB (5500)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Schedules MB and SB are not included in the electronic file due to signature requirements. To electronically file Schedules MB and SB with Form 5500, the schedule must be attached to the return as a PDF document. Follow the steps below to attach the appropriate schedule.

  1. Complete data entry in the input screens in the Actuary folder.
  2. Print the appropriate schedule and if required, have it signed by the actuary.

  3. Scan, and attach the appropriate schedule to the electronic file as a PDF document.

    Note: In the Add Electronic Filing Attachment dialog, select the title that pertains to the completed portion of the schedule from the Attachment title drop-down list. For example, select Schedule MB and SB: Statement by Enrolled Agent if this section of the schedule is completed.

Share This