ProConnect HelpIntuit HelpIntuit

Common questions about benefit plan participant information in Lacerte

by Intuit Updated 10 months ago

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.
Lacerte Tax

Sign in now for personalized help

Ask questions, get answers, and join our large community of Intuit Accountants users.

Dynamic AdsDynamic Ads