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Common questions about e-filing the 5500 Benefit Plan in Lacerte

SOLVEDby IntuitLacerte Tax7Updated July 19, 2022

Below, you'll find answers to frequently asked questions about e-filing from the Benefit Plan module of Lacerte:

Setting up and e-filing the benefit plan:

  1. On Screen 1 Client Information check the Electronic Returns set for E-Filing box.
    • Form 5500-EZ is not supported for e-file in Lacerte but starting January 1, 2021 you can e-file the 5500-EZ through the EFAST2 Filing System. See Help with the Form 5500-EZ for more information.
  2. Complete the return.
  3. Review the Diagnostics for any Critical Diagnostic Warnings that start with e-file. These will prevent you form e-filing the forms.
  4. The plan administrator must electronically sign the benefit plan return. For instructions on collecting the signature see How to sign form 5500 through EFAST2.
  5. Once the Signature Status column changes to Complete you can e-file the return.
  6. From the E-File menu, select Step 2: Start e-file Return Wizard...
  7. Follow the on-screen instructions to complete the electronic filing.

Can I e-file extensions for the benefit plan?

Extensions for the 5500 are unable to be e-filed through Lacerte. See Common questions about Form 5500 extensions for help generating and filing the extensions.

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