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Form 5500-EZ online Tucson Arizona: What You Should Know

Chicago IL 60654. Phone:. E-mail: The annual return is required and must be received no later than July 31 of each year; no later than 180 days after the close of the plan year. If your plan year begins on or before January 1 of that year, the return must be received no later than February 31 of that year; otherwise, your return is due on July 31 of that year. If you file Form 5500-SF (Form 5500–SF); make sure to use the “Form 5500-SF” section from the online Form 5500-SF Instructions on EFAST2 to file your annual return. This is important. If you file Form 5500-EZ instead, your annual return must be filed electronically through EFAST2 no later than April 30 of each year (even though the deadline for filing forms 5500-EZ and 5500-SF is earlier in the year). Part II. 2023 Annual Return Identification and Submission. Form 5500-SF. Use the “Form 5500-SF” section from the online Form 5500-SF Instructions. This is important. If you file Form 5500-EZ instead, your year-end return must be submitted electronically through EFAST2 no later than April 15 of the following year (even though the deadline for filing forms 5500-EZ and 5500-SF is earlier in the year). This is also the annual return due date, which means that the Form 5500-SF must be filed no later than April 15 of that year. Part III. Annual Return Preparation. Form 5500-SF. Use the “Form 5500-SF” section from the online Form 5500-SF Instructions on EFAST2 to prepare the form. Also, use the “Electronic Filing” section from the instructions, along with EFAST2, when preparing your form for submission. Part IV. Annual Filing Deadline. Form 5500-SF. Send your form to the address specified in Section I, Item 1 below. If for any reason you need a paper copy of your form, you must request it with respect to the year for which you are filing the annual return. Section IV. A. 2018, 2019, 2020, 2021, etc. Form 5500-EZ. Send your form to the address specified in Section I, Item 1 below.

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