Below, you'll find answers to frequently asked questions about entering plan participant information in the Benefit Plan module in Lacerte:
How do you show that the benefit plan is filing under the DFVC program in Box D of Form 5500?
To show that the benefit plan is filing under the Delinquent Filer Voluntary Compliance (DFVC) program:
- Go to Screen 6, Employee Benefit Plan (5500).
- Under the Plan and Participant Information section, select the box Filing under the DFVC program.