Common questions about benefit plan participant information in Lacerte

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:

1. Go to Screen 6, Employee Benefit Plan (5500).
2. Under the Plan and Participant Information section, select the box Filing under the DFVC program.