Hi -
I have an extension to file my federal return to Oct 15. Instructions on 5500 EZ form say this:
Note. Filers are automatically granted an extension of time to file Form 5500-EZ until the extended due date of the federal income tax return of the employer (and are not required to file Form 5558) if all of the following conditions are met.
1. The plan year and the employer's tax year are the same;
2. The employer has been granted an extension of time to file its federal income tax return to a date later than the normal due date for filing the Form 5500-EZ; and
3. A copy of the application for extension of time to file the federal income tax return is retained with the plan's records.
Be sure to check box B at the top of the form. An extension granted by using this exception cannot be extended further by filing a Form 5558 after the normal due date (without extension) of Form 5500-EZ.
I reached out to TT community to see if anyone knew of the automatic extension to file 5500 - based on an extension to file your federal return....
Thanks in advance for your reply.
