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IRS Compliance Questions on the 2015 and 2016 Form 5500-Series Returns

The IRS added compliance questions to Forms 5500, 5500-SF, 5500-EZ and Schedules H, I and R. The IRS has decided that filers should not answer these questions for the 2015 and the 2016 plan years when completing the forms:

  • Form 5500
    Preparer Information (page 1 bottom)

  • Schedule H
    • 2015 plan year: Lines 4o-p, 6a-d
    • 2016 plan year: Lines 4o, 6a-d

  • Schedule I
    • 2015 plan year: Lines 4o-p, 6a-d
    • 2016 plan year: Lines 4o, 6a-d

  • Schedule R
    • 2015 plan year: New Part VII (Lines 20a-c, 21a-b, 22a-d, and 23)
    • 2016 plan year: Part VII (Lines 20a-b, 21a-b, and 22a-b)

  • Form 5500-SF
    • 2015 plan year: Preparer Information (page 1 bottom), Lines 10j, 14a-d, and New Part IX  (Lines 15a-c, 16a-b, 17a-d, 18, 19, and 20)
    • 2016 plan year: Preparer Information (page 1 bottom), Lines 14a-d, and Part IX
      (Lines 15a-b, 16a-b, 17a-b, 18, and 19)
  • Form 5500-EZ

    • 2015 plan year: Preparer Information (page 2 bottom), Lines 4a-d, 13a-d, 14, 15, and 16
    • 2016 plan year: Preparer Information (page 2 bottom), Lines 4a-d, 13a-b, 14, and 15

Additional resources

 

Page Last Reviewed or Updated: 02-Nov-2016