Form 5500 Version Selection Tool

Form 5500 Version Selection Tool

This tool determines which form type and form year should be used when filing a Form 5500, 5500-SF, or 5500-EZ return/report.
To find out who must file or to find detailed instructions specific to your plan's filing requirements, review the filing instructions.
All Form 5500, 5500-SF, and 5500-EZ filings must be submitted electronically with the possible exception of the 5500-EZ. If you are required to file the Form 5500-EZ and file fewer than 250 returns of any type with the IRS during the calendar year, then you may file the Form 5500-EZ on paper with the IRS.
If you wish to file a delinquent Form 5500/5500-SF under the Delinquent Filer Voluntary Compliance Program (DFVCP), use the DFVCP Penalty Calculator to be certain you have calculated the amount due correctly. After calculating the amount due, the calculator give you the option to pay the DFVCP penalty electronically.
Read each question carefully and answer accurately. If you have questions, contact the EFAST2 Help Desk.

If applicable, check the box that represents the type for this filing:

Beginning plan year is required

Recommended Form:

Please enter all required information first