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Level 3
July 23, 2026
Question

5500 extensions e-file

  • July 23, 2026
  • 5 replies
  • 86 views

Why doesn’t Lacerte allow e-filing of Form 5558 if the government allows it??

    5 replies

    sjrcpa
    Level 15
    July 23, 2026

    Who knows? It’s quick & easy to do at the EFast site.

    The more I know the more I don’t know.
    Level 3
    July 27, 2026

    Yes, thank you, I know how to do that. Just wondering why Lacerte doesn’t offer it. Maybe I should do all of my client 5500s on EFAST instead of paying Lacerte. Better to have everything in one place, except EFAST does not generate an SAR (that I am aware of).

    sjrcpa
    Level 15
    July 27, 2026

    I don’t think it does the SAR either.

    The more I know the more I don’t know.
    Level 6
    July 27, 2026

    Hi ​@lcorey8310 Here are two knowledge base articles you can review: How to sign Form 5500 through EFAST2 using Lacerte and Common questions about e-filing the 5500 Benefit Plan in Lacerte. For further assistance, we’d recommend connecting with Lacerte Support

    Level 3
    July 27, 2026

    Sorry, the information at these links is not pertinent to the question.