5500-US ELF: Electronically filing Form 5500-EZ (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

Can I electronically file Form 5500-EZ?

Answer

Form 5500-EZ cannot be electronically filed. Certain one-participant plans that would otherwise file Form 5500-EZ are eligible to file Form 5500-SF and must electronically file the form with EFAST2, rather than paper filing a Form 5500-EZ with the IRS. A one-participant plan that is not eligible to file Form 5500-SF must paper file Form 5500-EZ with the IRS.

Related topic: 5500-US ELF: Electronic filing FAQs

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