5500 E-file: Form 8955-SSA - Creating the Annual Statement E-file

1. To create the e-file, click the Create Annual Statement E-file button.

   

2. To review the messages generated by the e-file creation, go to E-file > Annual Statement E-file > Detail. Review the E-file Messages box to view the status of the e-file.
3. Select View > Diagnostics to open the Diagnostics dialog box. Select the Electronic Annual Stmt option.
4. If you have enabled Annual Statement E-file, two folders will exist for e-file diagnostics: Alerts and Rejects.
   1. Alert diagnostics: These do not prevent the creation of a qualified e-file. You should still investigate the conditions causing the Alert diagnostics, as these may reveal input errors.
   2. Reject diagnostics: These diagnostics identify conditions in the return that will result in a IRS rejection for failure to meet IRS requirements.
5. Click the Definition of E-file Status hyperlink for information on the status of your return. Returns may be any of the following:
   1. Awaiting Acknowledgment
   2. Accepted
   3. Rejected
   4. Conditionally Accepted

 

 

 

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Last Modified: 02/17/2020

Last System Build: 09/13/2021

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