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 transmit e-files from CS Connect. Find out more.

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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