The following includes answers to common questions about electronic filing.
General
Is there a mandate for electronically filing benefit plan returns?
Is Form 5330 included in the electronic file?
Can I electronically file Form 5500-EZ?
Do I need to attach Form 7004 to the electronic file?
Can I electronically file Schedules MB and SB with Form 5500?
How many years of returns does the Department of Labor (DOL) support for electronic filing?
Extensions
Signing returns
Do I need to use a specific attachment title for the signature document for 5500 returns?
Accepted / rejected / amended returns
Can amended returns be electronically filed?
When do I use the Return Acknowledgement Identification Number?
For additional information about electronically filing 5500 returns, see UltraTax/5500 electronic filing overview.
Related topic: 5500 frequently asked questions
Internal Employees