UltraTax/5500 electronic filing overview

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

This diagram provides an overview of the electronic filing process for 5500 returns, including submitting preliminary applications, entering data, creating electronic files, and transmitting electronic files to the Department of Labor (DOL).

Click to view details Click a shape in the flowchart below for detailed information.

5500 electronic filing overview

Related topic: E-File Help Center

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