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Question

I have to submit Form 5500-EZ - how do I do that?

Forum|Forum|6 years ago
June 5, 2019
1 reply
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TurboTax Self Employed Online

Employee

That form is not supported in any of the Turbo Tax programs ... https://www.irs.gov/pub/irs-pdf/f5500ez.pdf

Feature request: If TurboTax Home and Business is not going to include form 5500, it would be helpful to add an informational notice regarding the need to file form 5500-ez for sole proprietors when 401k balance exceeds $250,000.

TT will never have any 5500 information in the income tax program ... that is something the 401K manager should be taking care of for you or alerting you to the filing requirement so you can do it. Talk to the 401K plan administrator to get that information.