The relief window does not include the July 31, 2020, due date for 2019 Form 5500 filings for calendar-year plans. Form 5500-EZ Department of the Treasury Internal Revenue Service . Due date for timely-filed calendar-year-end Form 5500 returns and Form 5558 extensions for Form 5500 and Form 8955-SA. Those plans may seek a regular extension using Form 5558.] SAMPLE. Employers: Filing a 2020 calendar-year retirement plan report (Form 5500 or Form 5500-EZ) or requesting an extension. The IRS noted, however, that because tax payments related to these 2020 returns were due on May 17, 2021, those payments are not eligible for this relief. In the event that an employer cannot complete and electronically submit Form 5500 by the deadline for their plan year, a one-time 2.5 month extension can be requested by submitting IRS Form 5558. For more information on filing with the IRS, go to . Form 5500 may be extended for. However, for Forms 5500 due 5/31/2020 and 6/30/2020, the two-and-a-half-month extension (with 8/15/2020 and 9/15/2020 extended due dates, respectively) are currently only able to be automatically extended to this 7/15/2020 deadline relief. Form New 2020 Filing Due Date (Calendar Year) Fiscal Year Filers FORM W-2 (ELECTRONIC OR MAIL) January 31st January 31st . IRS Notice 2020-23 extends the Form 5500 filing deadline for ERISA-covered retirement and welfare plans that have an original or extended filing deadline on or after April 1, 2020, and before July 15, 2020. If the original due date for Form 990 is May 15, 2020, the corporation may: According to the Notice, calendar years 990, 990-PF and 990-T due May 15, 2020 are now due no . Form 990s with a six-month filing extension must be filed no later than July 15, 2020. Self-insured health plans must pay $2.66 per person (covered by health plan). Form 558 is used by certain filers of Forms 5500, 5500-EZ, or 5330 to apply for a one-time extension of time to file the returns. Form 5558 Extension Due to DOL (if necessary) 7 Months after plan year end. Therefore, employers with employee benefit plans that operate on a calendar year basis must file Form 5500 (or Form 5500-SF) for 2020 no later than July 31, 2021. The COVID-19 automatic extension also applies to Form 5500 deadlines that fall within the relief window due to a previously filed extension request. Any filing that is due on or after April 1, 2020, and before July 15, 2020, is automatically postponed to July 15, 2020. Electronic Filing Requirement . Instead, the first Form 5500 required to be filed will be the 2021 Form 5500. The due date for a July 31, 2019 fiscal-year entity that was extended on Oct. 15, 2019 to April 15, 2020 is postponed to July 15, 2020. Under guidance issued in April 2020, Form 5500 filings that would otherwise be due on or after April 1 and before July 15, 2020, are now due July 15, 2020. and the EFAST2 website at . This is true for original filing deadlines and those obtained via a previous filing for extension. This tax relief postpones filing deadlines for Form 5500s originally due, with valid extensions, starting on or after August 26. The extension deadline for 2019 calendar year plans is 7/31/2020. The extended deadlines apply to correcting excess contributions and excess aggregate contributions (based on . For returns required to be filed after Dec. 31, 2019, the penalty for failure to file is increased to $250 a day, up to $150,000. The IRS will grant an automatic extension of time to file the Form 5500 Annual Return/Report of Employee Benefit Plan for a year—until the business's due date for filing its federal income tax return—if all of the following conditions are met: The plan year and the employer's tax year are the same; The deadline for filing Form 5500 is the last day of the seventh month after the plan year ends. July 31 Deadline for filing Form 5330 - Return of Excise Taxes Related to Employee Benefit Plans - used to report and pay excise taxes on prohibited transactions and excess 401(k) plan contributions for the prior year. C corporations. IRS Extends Some Form 5500 Filing Deadlines April 10, 2020 By Peter Alwardt, CPA Under IRS Notice 2020-23, which was released on April 9, retirement and welfare plans with a Form 5500 original or extended filing deadline falling on or after April 1, 2020, and before July 15, 2020 will now have until July 15, 2020 to file. An extension of time to file a Form 5500 or Form 5500-EZ does not operate as an extension of time to file the PBGC Form 1. Form 5500-EZ is the designated form for plans with only one participant, such as where a single-owner business invests in a stand-alone retirement plan. IRS Notice 2020-23 provides additional time for employee benefit plan sponsors to file 2018 Forms 5500 due on or after April, 1, 2020 and before July 15, 2020. March 18: Notice 2020-17, postponing the due date for a limited amount of federal tax payments due on April 15, 2020 only. Form 1099-R Mailed to Participants. The IRS and the DOL will be providing additional information on these extensions, and we will keep you informed. 15th day of the 4th month after the end of the entity's tax year (except for a June 30 fiscal-year entity); due April 15, 2020 for a calendar-year entity. July 2020, an automatic postponement of submission and/or payment until July 15. This means individuals who had a valid extension to file their 2020 return that ran out on October 15, 2021, will now have until February 15, 2022, to file. Plans under a Trust or MEWA tend to need the extension, due to the additional material required from the client to complete the Form 5500. For example, for a plan year that ended June 30, 2019, the regular Form 5500 due date was January 30, 2020, and the extended due date obtained by timely filing Form 5558 was April 15, 2020. Plans with original due dates or extended due dates falling within this period now have until July 15, 2020 to file their forms. 2020 Form 5500-EZ Author: SE:T:EP Subject: Annual Return of A One-Participant \(Owners/Partners and Their Spouses\) Retirement Plan or A Foreign Plan Keywords: Fillable Created Date: 11/18/2020 3:41:25 PM . . The SECURE Act permits an employer to adopt a retirement plan after the close of the employer's taxable year (by the due date, including extension, for filing its tax return for . …. The Form 5558 is used specifically to extend the filing deadlines for certain employee benefit plan-related forms, including the Form 5500, for an additional 2 ½ months. That . filing a Form 5500 for an employee benefit plan, among other things. Forms 990, 990T and 990-PF Extension Rules. The IRS Form 5500-EZ is due every July 31st of the next plan year. IRS: There is a late filing penalty of $25 per day, up to maximum of $15,000. Instead, the first Form 5500 required to be filed with respect to the plan will be Form 5500 for 2021. File Form 5330, if Necessary: If the Plan encountered a prohibited transaction during the prior year, report the transaction and any excise taxes due on Form 5330 before January 31 3. IRS Notice 2020-23 postpones, among other relief, the due date for employee benefit plans required to make the Form 5500 series filings due on or after April 1, 2020, and before July 15, 2020.. The list of FEMA-designated disaster areas due to Hurricane Ida continues to grow. Example: If the regular Form 5500 filing date is May 31, 2020, the traditional Form 5558 extension only moves the filing date to August 17, 2020(4) (2 ½ months from May 31, 2020) and . 2020 requesting an automatic extension to October 15th for 5500 Series. Businesses with an original or extended due date also have the additional time including, among others, calendar-year partnerships and S corporations whose 2020 extensions run out on Sept. 15 . The relief, which applies under both the Code and ERISA, is automatic—no extension form, letter, or other request needs to be filed. The Form 5500 Series Quick Start Guide provides an overview of how to file. to file Form 5500-SF mayelect to file Form 5500-SF electronicallywith EFAST2 rather than filing a Form 5500-EZ on paper with the IRS. The due date for the following payments and filings that were due on or after April 1, 2020, and before July 15, 2020, are automatically postponed until July 15, 2020: individual income tax payment and return filings on Form 1040 series; calendar year or fiscal year corporate income tax payments and return filings on Forms 1120 series If you file the extension request on the proper form, on or before the due date, the request is automatically approved. Deadline for filing Form 5558 to request automatic extension of time to file Form 5500 (2 1/2 months). 2 // Form 5330, which reports excise taxes related to employee benefit plans, is due to the IRS. ASC 960 financial reporting. The due date for Forms 5500 due between April 1, 2020 and July 15, 2020 has been extended to July 15, 2020. Link to comment Share on other sites. It is important to watch these adjusted deadlines carefully: Since the 7/15/2020 deadline extension . The Form 5500 Version Selection tool can help determine if you are eligible to file the Form 5500-EZ. X 2 / Action: Pay Patient-Centered Outcomes Research Institute (PCORI) fee by Aug 2. An extension granted under this exception cannot be extended further by filing a Form 5558 after the normal due date of the Form 5500 or Form 5500-EZ. If the plan files for an extension, the Form 5500 is due two and a half months later (October 15 for calendar year plans). Your Form 5500 entries will be initially screened electronically. The COVID-19 automatic extension also applies to Form 5500 deadlines that fall within the relief window due to a previously filed extension request. When is the Form 5500 due? Form 5500-SF is the short-form version for plans with fewer than 100 participants. Under Notice 2020-61, any contributions made on behalf of the 2019 plan year after the filing of the 2019 Form 5500 4 requires an amended Schedule SB attachment to be assigned to the 2019 plan year. The Internal Revenue Service (IRS) has announced a significant update with respect to 2020 Form 5500 filing requirements for new 2020 plans adopted after 12/31/2020. The IRS has extended any Form 5500 that was due on or after April 1, 2020 and before July 15, 2020 to now be due on July 15, 2020. You cannot file a paper Form 5500 by mail or other delivery service. By 5500Nerd, March 30, 2020 in Form 5500. If the filling date falls on a Saturday, Sunday, or legal holiday it may be filed on the next day that is not. Form 5500 extensions for some also . 7 Months after plan year end unless an extension is filed. www.efast.dol.gov. Certain 2018 Form 5500 Due Dates Extended. If you use the 5500 for the PCORI fee reporting, you must file by July 31. July 31 for calendar year plans). 2020. Form 5500 must be filed annually by the last day of the seventh calendar month after the end of the plan year (July 31 for calendar year plans) unless an extension is filed. in order to avail the Plan of this automatic extension. Note: This is the same date as the initial filing deadline. September. January 31. 2 ½ months after initial deadline. To date, the DOL has not done so. Participant notices. X 13 / File PBGC Form 10, by Aug 13, if a defined benefit plan with >100 participants 1) missed . This simple, one-page form is automatically approved and must be filed via snail mail by the normal due date for the 5500. IRS Notice 2020-23 extends the Form 5500 filing deadline for ERISA-covered retirement and welfare plans that have an original or extended filing deadline on or after April 1, 2020, and before July 15, 2020. Form 5500 due to the IRS August 1, 2022 Deadline for filing Form 5500 without extension; TDeadline for filing Form 5558 to request automatic extension of time to file Form 5500 (2 ½ months) Deadline for filing Form 5330 used to report and pay excise taxes on prohibited transactions and excess 401(k) plan contributions that occurred in prior year. March 20: Notice 2020-18 , providing guidance that the filing of many federal income tax returns and the payment of an unlimited amount of certain federal income taxes due on April 15 were postponed until July 15. "The Form 5500 or Form 5558 extension . Form 5500 and Schedules Due to DOL on Extension. They are waiting for a response. _ No. This means that individuals who had a valid extension to file their 2020 returns, due to run out on October 15, will now have until February 15, 2022 to file. IRS Form 5500-EZ Filing tips. This extension is automatic and does not require a form to be filed. How to file. Certain plans must attach audited financial statements to their Form 5500. Reasonable relief from notices required to be provided to plan participants under Title I of ERISA. IRS Extends Deadline for Forms 5500 Due Before July 15, 2020 On April 9, 2020, the IRS issued Notice 2020-23 to extend key tax deadlines Note: Usually due by July 31, which falls on a weekend in 2021. With this extension, these plans now have until July 15, 2020, to file their Forms 5500. Requesting an Extension for Form 5500 . For example, for a plan year that ended June 30, 2019, the regular Form 5500 due date was January 30, 2020, and the extended due date obtained by timely filing Form 5558 was April 15, 2020. 9/15/22: Due date for timely-filed calendar-year-end Form 5500 returns who are filing as a Direct Filing Entity (DFE). Form 5500 ; Special Extension for Form 5500s due to Covid 19 Special Extension for Form 5500s due to Covid 19. August 10: Individuals: Reporting July tip income, $20 or more, to employers (Form 4070). Form 5500 and Schedules Due to DOL. IRS Notice 2020-23 postpones, among other relief, the due date for employee benefit plans required to make the Form 5500 series filings due on or after April 1, 2020, and before July 15, 2020. Form 990s with a previous six-month extension to file must file on or before July 15, 2020. These plans have until July 15, 2020, to file their Forms 5500. Form 5500 due date. see the Instructions for Form 5500-SF. You may get a one-time extension of up to 2 ½ months by filing IRS Form 5558 with the IRS. PBGC has extended due dates for filings or actions that would otherwise have been due on or after April 1, 2020, and before July 15, 2020 — to July 15, 2020. For calendar year plans, the due date for Form 5500 for the 2019 plan year remains July 31, 2020 unless extended to October 15, 2020. For calendar year plans, the deadline is July 31st; however, if an extension request is filed prior to the original due date, the deadline may be extended an additional two and a half months. This means that individuals who had a valid extension to file their 2020 returns, due on October 15, will now have until January 3, 2022, to file. 9 ½ Months after plan year end. www.irs.gov An employer with a 2020 calendar year tax year that adopts a plan in 2021 by the due date of their tax return, including extensions, may elect to treat the plan as having been adopted on the last day of the employer's 2020 tax year: A Form 5500 series return is not required to be filed for the 2020 plan year. However, the IRS adds, the plan sponsor will be required to check a box on the 2021 Form 5500 indicating that the employer elects to treat the plan as retroactively adopted as of the last day of its 2020 taxable year. FORM 1041 ON EXTENSION September 30th 5 ½ month extension from original due date FORM 5500 SERIES ON EXTENSION October 15th 2 ½ month extension from original due date This simple, one-page form is automatically approved and must be filed via snail mail by the normal due date for the 5500. 5 Key Questions for a Jump-Start: Determining the answers now, will help you line up what is needed for the Form 5500. 2. IRS Notice 2020-23 postpones, among other relief, the due date for employee benefit plans required to make the Form 5500 series filings due on or after April 1, 2020, and before July 15, 2020. General Deadlines. directed investments (due by extended Form 5500 deadline or, if earlier, actual 5500 filing date)5 Form 8955-SSA and terminated vested participant statements for 2020 plan year, if due date extended by Form 5558 or corporate income tax extension5 Nov. 14 (Sunday) Q3 2021 benefit statement for participant-directed plan3 Q3 2021 participant fee . The IRS postponed the deadline for any Form 5500 that is due between April 1, 2020 and July 15, 2020. For a calendar year plan, subject to extension, with a due date of October 15, 2021, the 5500 is now due on January 3, 2022. A 120-day extension of the defined benefit plan restatement deadline (currently April 30, 2020). Section 201 of the Setting Every Community Up for Retirement Enhancement (SECURE) Act permits an employer to adopt a retirement plan after the close of the employer's taxable year (by the due date, including extensions, for filing its tax return for the taxable year) and elect to . About the Form 5500 From the IRS instructions: Applications for extension of time to file Form 5500, Form 5500-SF, Form 5500-EZ, and/or Form 8955-SSA that are filed on or before the return/report's normal due date on a properly completed Form 5558 will be automatically approved to the date that is no later than the 15th day of the third month after the return . However, the plan sponsor will be required to check a box on the 2021 Form 5500 indicating that the employer elects to treat the plan as retroactively adopted as of the last day of the employer's 2020 tax year. 2 // Form 5500 is due to the IRS—i.e., due seven months after the plan year-end. Form 5500-SF (2020) v.200204. 1. Note: Usually due by July 31 for a calendar year plan, which falls on a weekend in 2021. A Form 5500 must be submitted electronically. 10/15/22: Due date for transmission of calendar-year-end Form 5500 returns on extension. X 2 / Action: To request a Form 5500 extension, Form 5558 must be submitted by Aug. 2. April 22, 2020 The IRS has announced that ERISA pension and welfare benefit plans with a Form 5500 filing deadline falling on or after April 1, 2020 and before July 15, 2020 (whether it is their original deadline or their deadline was previously extended) will now automatically have until July 15, 2020 to file. 15 - Form 5500 due to the Employee Benefits Security Administration (EBSA) from plans eligible for an automatic extension linked to a corporate tax extension. The 30day period referenced in 29 CFR 4043.25(c)(2) has not yet ended- and the sponsor intends to m, ake a contribution equal to or exceeding the . FORM 990 ON EXTENSION November 15th 6 month extension from original due date For information forms reporting wages paid to employees and payments made to independent contractors during 2020, and for tax returns reporting 2020 information that are due in 2021, the following due dates will apply. Form 1120. Share . For calendar-year plans, the due date is July 31, with an extension to October 15 for those plan sponsors that file Form 5558 Application for Extension of Time To File Certain Employee Plan Returns, on a timely basis. 7 months after end of plan year. 30-90 days prior to the effective date (Safe Harbor status, Automatic Enrollment materials and/or Qualified Default Investment Arrangement) Plan Amendments. under guidance issued in April 2020, Form 5500 . Retirement Plans. special extension (enter description) Part II Basic Plan Information . A traditional extension can still be filed for Forms 5500 and 990, but the extension applies to the original filing date and is not measured from July 15, 2020. Employers may request an extension of 2½ months by filing Form 5558 by the original due date of their Form 5500 (i.e. Form 5500 is the general form for most public and private sector businesses with 100 or more participants. Beginning January 1, 2021, the Form 5500-EZ can be filed electronically using certain EFAST2-approved third-party software or using this website's IFILE tool. Plans with original due dates or extended due dates falling within this period now have until July 15, 2020, to file their information reports. File this form to apply for a one-time extension of time to file the Form 5500 series, Form 8955-SSA, or Form 5330. For instance, certain deadlines falling on or after August 26, 2021, and before February 15, 2022, are postponed through February 15, 2022. Form 5500 - Automatic Deadline Extension. These filings are now due July 15, 2020. Form 5558 to extend Forms 5500 and 8955-SSA due date by 2½ months (use a single Form 5558 to extend Forms 5500 and 8955-SSA) unless automatically extended with corporate income tax return8 Sept. 15 (Wednesday) Balance of minimum contribution due for 2020 plan year Elect (or change standing election) to use credit This means individuals who had a valid extension to file their 2020 return that ran out on October 15, 2021, will now have until February 15, 2022, to file. 31 // Form 5558 is due to the IRS; also called the Application for Extension of Time to File Certain Employee Plan Returns, it is used to apply for an extension to file forms 5500 and/or 5330. If the original due date of Form 990 is May 15, 2020, the organization may either: File an extension of time through November 15, 2020, on or before May 15, 2020. A 90-day extension of the 1099-R e-filing deadline for employers (normally March 31, 2020). 1. 31 // Form 5500 is due to the IRS for plans with a December 31 plan year-end—i.e., due seven months after year-end. Ex: for a plan that was established on or before 2021, the IRS Form 5500-EZ is due by July 31st , 2021. * * * Form 5500 Deadline Chart Plan Year End Date Unextended Due Date Form 5558 Extended Due Date 12/31/2020 7/31/2021 10/15/2021 1/31/2021 … Plan sponsors must file this form with the IRS to apply for an extension of the filing deadline for Form 5500. However, because tax payments related to these 2020 returns were due on May 17, 2021, those payments are not eligible for this relief. If the IRS contacts you about its delinquent Form 5500, you may file the return in response to the letter, Forbes noted. The Plan must also file a Form 8955-SSA by the Plan's 5500 filing due date. As a result, affected individuals and businesses will have until February 15, 2022, to file returns and pay any taxes that were originally due during this period. That . by the 30th day after the due date. (EFAST2), you must electronically file your 2020 Form 5500. The Form 5558 is used specifically to extend the filing deadlines for certain employee benefit plan-related forms, including the Form 5500, for an additional 2 ½ months. This extension means that any plan ending in September, October, or November will get automatically extended to the July 15, 2020 due date. For more information, see the instructions for . July 31 is the deadline for sponsors of calendar-year benefit plans to file Form 5500, Annual Return/Report of Employee Benefit Plan, with the IRS.Plan sponsors can request an extension to Oct. 15 . It is also automatic, so there is no need to The Internal Revenue Service has announced a significant update with regard to Form 5500 filing requirements. 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