Common questions about the Benefit Plan (Form 5500) including extensions and e-filing

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For Calendar Year Plans Form 5500 is due on July 31st 2023. The following articles can help you prepare and file Form 5500. 

• Common questions about e-filing the 5500 Benefit Plan 
• Generating Form 5500 extensions in Lacerte 
• Common questions about Benefit Plan Form 5500-SF in Lacerte 
• Common questions about benefit plan e-filing prior-year returns 
• Common questions about benefit plan Schedule C, Service Provider Information in Lacerte 
• Common questions about benefit plan financial information (Sch. H/Sch. I) in Lacerte 
• Common questions about Benefit Plan Form 5500 amended returns in Lacerte 

Obtaining signatures for Form 5500 uses an electronic process through the Department of labor. For more information see: 

• How to sign form 5500 through EFAST2? 
• Cancel a signature request for 5500 

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