QUESTION
Do I have any options if I cannot find the 5500 form? How?
Asked on Jul 02nd, 2015 on Taxation - Ohio
More details to this question:
I terminated a 401k plan in 2013 and cannot find the 5500 form showing it a final return, do I have any options? I terminated a 401K plan and have final closeout documents for 2013. I cannot find the form 5500 as final report.
2 ANSWERS
If you filed it, you can ask the IRS. If you did not file it, asking them will alert them to your error.
Answered on Jul 03rd, 2015 at 5:14 AM
Commercial & Bankruptcy Law Attorney serving Powell, OH
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Ronald K. Nims
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If you're 5500 was prepared by your CPA or pension firm, they'll have a copy. ?The IRS will also provide you with a copy. ?If you did it yourself and the IRS says they never got it, then you need to hire a CPA or attorney.
Answered on Jul 03rd, 2015 at 5:09 AM