5500 E-file: E-filing 5500 Returns

The 5500 e-filing application generates the e-files for mandatory annual returns/reports and schedules according to DOL regulations.

Steps to E-file Returns

1. Prepare the electronic part of the return.
2. Enable e-file.
3. Select signature options.
4. Prepare the attachments for the return, if necessary.
5. Create an initial e-file for the return.
6. Review diagnostics, and make any necessary corrections.
7. Review validation errors.
8. Recreate the final e-file for the return.
9. Send returns to the EFAST2.
10. Verify acknowledgment of receipt by the DOL and check the status of the return.
11. Submit to IFILE (optional).

 

 

 

E-file/5500_ef_intro.htm/TY2020

Last Modified: 12/16/2020

Last System Build: 09/13/2021

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