File 2023 Form 5500-EZ Electronically Using EFAST2
Plan sponsors are required to file their Form 5500 series returns for 2023 calendar year plans by July 31, 2024 . File a Form 5558 , Application for Extension of Time to File Certain Employee Plan Returns, if you need more time to file your Form 5500 series return, or Form 8955-SSA. A one-participant plan or a foreign plan required to file an annual return must file Form 5500-EZ: Electronically using the Department of Labor’s EFAST2 filing system , or On paper with the IRS. If you’re required to file at least 250 returns of any type with the IRS, you must file your 2023 Form 5500-EZ and 2023 Form 8955-SSA electronically. See the Form 5500 Corner for more filing information. All plan sponsors are encouraged to file their 2023 Form 5500-EZ electronically. It’s safe, easy to complete and you have an immediate record that the return was filed. Plans Retroactively Adopted After the End of the Plan Year If an employer adopts a plan during the employer’s 2024 taxable year (but not lat...