5500-US ELF: Years supported for electronic filing (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

How many years of returns does the Department of Labor (DOL) support for electronic filing?

Answer

There is no cut-off for electronic filing capabilities for prior-year returns. The DOL will accept the current year and the three prior-year plans on their respective forms. For returns four years old and prior, they must be filed on the current form. For example, 2014 plans can be filed in the 2014 version of UltraTax CS. However, 2013 plans must be filed using 2017 UltraTax CS or the IFILE system. If you are filing older plans in the current year of UltraTax CS, it is best practice that you create of copy of the client via File > Save As for each year that you are preparing in the same version. For more information, see the DOL's Frequently Asked Questions, Q4 at http://www.dol.gov/ebsa/faqs/faq-EFAST2.html.

Related topic: 5500-US ELF: Electronic filing FAQs

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