I'm planning to close my Fidelity individual 401k this week. Do I need to file two 5500 EZ forms this year? I'm thinking I need one for Jan. 1 - Dec. 31, 2023 and another for Jan. 1 - this week's closing date, 2024.
If I need to file both forms, I'm wondering if the system will get confused since there isn't a 2024 form available yet, so I'd need to use the 2023 form for both.
I have always filed the 5500 EZ on paper, but I just created an EFAST2 account in case it turns out to be useful for this situation.
Thanks!
If I need to file both forms, I'm wondering if the system will get confused since there isn't a 2024 form available yet, so I'd need to use the 2023 form for both.
I have always filed the 5500 EZ on paper, but I just created an EFAST2 account in case it turns out to be useful for this situation.
Thanks!
Statistics: Posted by Trillium — Wed Feb 28, 2024 4:55 pm — Replies 0 — Views 17