5500-US ELF: Electronically filing Form 5330 (FAQ)

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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.

Question

Is Form 5330 included in the electronic file?

Answer

Form 5330 (in the Non Calculating folder) is not included in the electronic file. You must file Form 5330 on paper with the IRS.

Related topic: 5500-US ELF: Electronic filing FAQs

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