Jump to Content
Photo of Compliance Questions to Skip on 2016 Form 5500-Series Returns
Publications

Compliance Questions to Skip on 2016 Form 5500-Series Returns

Hodgson Russ Newsletter
November 30, 2016

The IRS has decided that filers of Forms 5500 (including Schedules H, I and R), 5500-SF, and 5500-EZ, should not answer various compliance questions for the 2016 plan year filings:

Form/Schedule

2016 Plan Year

5500

- Preparer Information (page 1 bottom)

Schedule H

- Lines:

  • 4o
  • 6a-d

Schedule I

- Lines:

  • 4o
  • 6a-d

Schedule R

- Lines:

  • 20a-b
  • 21a-b
  • 22a-b

Form 5500-SF

- Preparer Information (page 1 bottom)

- Lines:

  • 14a-d
  • 15a-b
  • 16a-b
  • 17a-b
  • 18
  • 19

5500-EZ

- Preparer Information (page 2 bottom)

- Lines:

  • 4a-d
  • 13a-b
  • 14
  • 15

For those who may still be filing for 2015, the IRS has also published a list of compliance questions to skip on those 5500-series returns.