Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Can I file a form 5500-EZ using Proconnect? If so, where do I find this form?

 
0 Cheers
4 Comments 4
George4Tacks
Level 15

Yes https://proconnect.intuit.com/tax-online/forms-finder/

Select the Year and Benefit Plan as the type


Answers are easy. Questions are hard!
0 Cheers
itonewbie
Level 15

George was probably thinking Lacerte.

The link George sent is for both ProConnect Tax and its older (and more capable) sibling Lacerte.

If you refer to the link, you'd see that 5500 series is not available in ProConnect Tax.  And that is why you won't see that form series when you access Form Status from the left panel of the ProConnect Tax dashboard.

---------------------------------------------------------------------------------
Still an AllStar
George4Tacks
Level 15

George missed the fine print (there is much in ProConnect Tax Online)

5500-2.JPG

George just plodded ahead and saw this, which really doesn't make sense to even have listed if it is (Not available in TaxOnline)

5500-1.JPG

Maybe @IntuitGabi could explain


Answers are easy. Questions are hard!
itonewbie
Level 15

@IntuitGabi 

As George pointed out, this can be very confusing to users.  It is clear that ProConnect Tax does not have a module for Benefit Plans.

The problem is with the form finders' containers on the webpages for ProConnect Tax (https://proconnect.intuit.com/tax-online/forms-finder/) and Lacerte (https://proconnect.intuit.com/lacerte/forms-finder/) both pointing to the same webpage, lfs.intuit.com, which is a shared resource for the two products.

Both of these webpages have the same htlm code for the container:

<div class="top-alert" ng-hide="IS_TOUCH_DEVICE">* Access this information anytime, anywhere: LFS.intuit.com </div>

 

 

---------------------------------------------------------------------------------
Still an AllStar
0 Cheers