Appendix C - Frequently Asked Questions

Credentials for Signing

Whose credentials are entered when signing for the plan administrator?

If I am signing the return on behalf of the plan administrator, do I enter my credentials or the administrator's credentials under Organizer > E-file > Electronic Signature > Administrator?

Enter your own credentials (Signer ID, PIN, and Signed Name) on this screen. You must have obtained Filing Signer credentials from EFAST2. Additionally, the box Preparer has received written authorization to provide e-signature for this return must be checked under Organizer > E-file > Electronic Signature > Signatures for E-file.

DOL Information

Where do I find the DOL FAQs on e-file?

To view the comprehensive FAQ section, go to www.dol.gov/faq/faq-EFAST2.html.

Where can I find the DOL webcasts?

To view the Department of Labor webcasts, go to www.dol.gov/ebsa and look in the Compliance Workshops and Webcasts section for the links.

EFAST

Is it necessary to register for EFAST2?

Yes. Plan signatories and transmitters must register through the EFAST2 web portal at https://www.efast.dol.gov. Any e-file credentials issued under the EFAST1 system are obsolete for EFAST2.

Who must register for EFAST2?

Plan Sponsors, Plan Administrators, Filing Signers, Filing Authors, Schedule Authors, and Transmitters.

Form 5558

Can extension Form 5558 be e-filed?

No. This form must be paper filed.

Mandates

What forms are not included in the e-file mandate?

Schedule SSA is excluded from the mandate. This form is filed with the IRS, not the Department of Labor, and is supported by the 5500 module.

Will Thomson Reuters support the 5500 e-file mandate "EFAST2"?

Yes. We support all 5500 forms and schedules for e-file.

Resubmission

How do I resubmit a return for e-file with a Conditionally Accepted status?

The return must be resubmitted by using a copy of the original locator.

Make a copy of the return by using the Save As feature.
Go to Organizer > 5500 Series > plan name > Basic Plan Information.
Select the Amended Return check box.
Attach any Acrobat files (PDFs) from the original return in the new locator. Note that attachments are NOT copied during the Save As process.

E-file/faq_5500_ef.HTM/TY2020

Last Modified: 12/16/2020

Last System Build: 09/13/2021