5500-US ELF: Electronic filing FAQs

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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?

What is termination criteria?

How many years of returns does the Department of Labor (DOL) support for electronic filing?

How does UltraTax CS warn me to not enter data in a return after the electronic file has been created and is ready for transmission?

Extensions

Can I electronically file Form 5558, Application for Extension of Time to File Certain Employee Plan Returns?

Signing returns

Do I need to use a specific attachment title for the signature document for 5500 returns?

What signer credentials are needed to electronically file Form 5500 or 5500-SF, and how are they obtained?

Accepted / rejected / amended returns

The electronic file for my benefit plan shows a rejection, but the Form 5500 has been filed and printed on the Department of Labor (DOL) website. Does this guarantee an accepted return?

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

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