5500 E-file Guide

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General Information

• General Information
• About EFAST2
• EFAST2 User Types
  • EFAST2 Roles
  • User Types
  • Registering for EFAST2 Credentials
  • Non-transferability of Credentials
• Using the EFAST2 System
  • Filing Options
  • Delinquent or Amended Filings
  • Unique Numbers Assigned by the E-file System
  • Filing Deadlines and Extension Requests
• Forms Accepted by EFAST2
  • Forms and Schedules
  • Attachments
• Signing Filings
• User Responsibilities
  • Document Retention
  • Submitter Responsibilities

E-filing 5500/5500-SF/5500-EZ Returns

• Steps to E-file Returns
• Preparing the Electronic Part of the Return
• Enabling E-file
• Selecting Signature Options
• Reviewing Attachments
• Reviewing E-file Diagnostics
• Creating Federal Validation File for Go To Functionality
• Creating the E-file
• Viewing and Sending Qualified Returns to the EFAST2
• Checking the Status of the E-filed Return
• Using IFILE

E-filing Form 8955-SSA

• Steps to E-file Returns
• Preparing the Electronic Part of the Return
• Enabling Fire E-file
• Creating the Annual Statement E-file
• Viewing and Sending Qualified Returns to the IRS
• Checking the Status of the E-filed Return

DOL Final Year Return/Report Requirements

• Final Year Requirements
• Final Return/Report
  • Examples
• DOL Criteria for Final Year XML Elements
  • Form 5500SF
  • Form 5500: For Pension Benefit Plans (If Plan Number Is Less Than 501)
  • Form 5500: For Pension Benefit Plans (If Plan Number Is Greater Than 500)

Appendices

• Appendix A: Accepted Forms and Schedules
  • Forms and Schedules for E-file
  • Attachment Formats
  • Exclusions from E-file
• Appendix B: Type of Other Attachments
• Appendix C: Frequently Asked Questions

 

 

 

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Last Modified: 09/13/2021

Last System Build: 08/30/2022

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