For Calendar Year Plans Form 5500 is due on July 31st 2023. The following articles can help you prepare and file Form 5500.
- Common questions about e-filing the 5500 Benefit Plan
- Generating Form 5500 extensions in Lacerte
- Common questions about Benefit Plan Form 5500-SF in Lacerte
- Common questions about benefit plan e-filing prior-year returns
- Common questions about benefit plan Schedule C, Service Provider Information in Lacerte
- Common questions about benefit plan financial information (Sch. H/Sch. I) in Lacerte
- Common questions about Benefit Plan Form 5500 amended returns in Lacerte
Obtaining signatures for Form 5500 uses an electronic process through the Department of labor. For more information see:
