judyc
Returning Member

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.