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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:
|
Schedule I |
- Lines:
|
Schedule R |
- Lines:
|
Form 5500-SF |
- Preparer Information (page 1 bottom) - Lines:
|
5500-EZ |
- Preparer Information (page 2 bottom) - Lines:
|
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.