E-filing Form 5500-EZ

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

Can I electronically file Form 5500-EZ?

Answer

Form 5500-EZ can be electronically filed beginning tax year 2020, unless it's for a foreign plan or under the IRS Late File Penalty Relief Program.

Was this article helpful?

Thank you for the feedback!