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Level 1
April 21, 2022
Question

Can I file a form 5500-EZ using Proconnect? If so, where do I find this form?

  • April 21, 2022
  • 1 reply
  • 13 views
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1 reply

George4Tacks
Level 15
April 22, 2022

Yes https://proconnect.intuit.com/tax-online/forms-finder/

Select the Year and Benefit Plan as the type

Answers are easy. Questions are hard!
itonewbie
Level 15
April 22, 2022

George was probably thinking Lacerte.

The link George sent is for both ProConnect Tax and its older (and more capable) sibling Lacerte.

If you refer to the link, you'd see that 5500 series is not available in ProConnect Tax.  And that is why you won't see that form series when you access Form Status from the left panel of the ProConnect Tax dashboard.

---------------------------------------------------------------------------------Still an AllStar
George4Tacks
Level 15
April 23, 2022

George missed the fine print (there is much in ProConnect Tax Online)

George just plodded ahead and saw this, which really doesn't make sense to even have listed if it is (Not available in TaxOnline)

Maybe @1569 could explain

Answers are easy. Questions are hard!