5500 E-file: Enabling E-file

1. On the Organizer tab, select E-file > 5500 Return > Enable E-file > Enable E-file.

   

2. Select the option to enable EFAST2 e-file for this return.
3. If necessary, select the option to suspend the e-file for Form 5500/5500-SF/5500-EZ.
4. Review the e-file header information. All four fields are required to file the return.
5. For amended returns only, enter the original EIN if it differs from the EIN for the amended return.

 

 

 

E-file/5500_ef_2.htm/TY2020

Last Modified: 12/16/2020

Last System Build: 09/13/2021

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