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Do I need to file form 5500? My balance is less than $250,000.
Fidelity mailed me "2018 Retirement Plan Annual Valuation Statement", to help complete Form 5500. When I asked Fidelity whether I needed to file Form 5500, they said most people w/balances less than $250,000 don't need to, but to ask my tax adviser.
‎June 7, 2019
5:21 PM