5500-US ELF: Electronic filing mandate (FAQ)

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.

Question

Is there a mandate for electronically filing benefit plan returns?

Answer

The Department of Labor (DOL) mandates that any Form 5500 or 5500-SF return filed for tax years beginning 01/01/09 or later must be filed electronically. Per the DOL, any Form 5500 or 5500-SF submitted in paper format will not be accepted and will be returned to the sender.

Form 5500-EZ is not subject to an electronic filing mandate and must be filed on paper.

Related topic: 5500-US ELF: Electronic filing FAQs

Share This