5500-US: Lines completed for Form 5500-SF (FAQ)

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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

Why are only certain lines completing on Form 5500-SF?

Answer

Per the Form 5500-SF instructions, when a plan is a one-participant plan as indicated with code C in the Entity code field on Screen SFInfo, only certain lines will be completed. Please see the Form 5500-SF instructions for more information.

Related topic: 5500-US: Data entry FAQs

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