IRS Issues Guidance on Exceptions from Electronic Filing 2025

See details

4.9 out of 5

57 votes

The document is the Form 5500-EZ for the year 2023, required by the Internal Revenue Service for filing an annual return of a one-participant retirement plan or a foreign plan. It includes sections for identifying information, basic plan details, financial information, compliance questions, and signatures. The form must be completed according to IRS instructions and is subject to public inspection.

Here's how it works

01. Edit your 5500 form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send form 5500 ez fillable via email, link, or fax. You can also download it, export it or print it out.

The easiest way to modify IRS Issues Guidance on Exceptions from Electronic Filing in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling paperwork with our feature-rich and user-friendly PDF editor is simple. Follow the instructions below to fill out IRS Issues Guidance on Exceptions from Electronic Filing online easily and quickly:

Log in to your account. Log in with your credentials or create a free account to test the service prior to upgrading the subscription.
Upload a document. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit IRS Issues Guidance on Exceptions from Electronic Filing. Effortlessly add and highlight text, insert images, checkmarks, and icons, drop new fillable fields, and rearrange or delete pages from your paperwork.
Get the IRS Issues Guidance on Exceptions from Electronic Filing completed. Download your updated document, export it to the cloud, print it from the editor, or share it with others through a Shareable link or as an email attachment.

Make the most of DocHub, one of the most easy-to-use editors to promptly handle your paperwork online!

See more IRS Issues Guidance on Exceptions from Electronic Filing versions

We've got more versions of the IRS Issues Guidance on Exceptions from Electronic Filing form. Select the right IRS Issues Guidance on Exceptions from Electronic Filing version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.9 Satisfied (57 Votes)
2022	4.1 Satisfied (25 Votes)
2021	4.8 Satisfied (111 Votes)
2020	4.4 Satisfied (118 Votes)
2019	4.4 Satisfied (65 Votes)
2018	4.3 Satisfied (102 Votes)
2017	4.3 Satisfied (99 Votes)
2016	4.4 Satisfied (423 Votes)
2015	4.1 Satisfied (45 Votes)
2014	4.3 Satisfied (8329 Votes)
2013	4.1 Satisfied (37 Votes)
2012	4.3 Satisfied (71 Votes)
2011	4.3 Satisfied (41 Votes)
2010	4 Satisfied (27 Votes)
2002	4 Satisfied (60 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I sign my form 5500 on iOS?

With DocHub, you can quickly sign your form 5500 or any other document on iOS, even without installing extra programs. You can access your DocHub account from any internet-connected browser and fill out and sign your form in any way you like with just a couple of clicks.

How do you complete 5500 ez online?

You can complete and sign your 5500 ez on the internet, even on a tight deadline. All you need to access top-notch editing instruments on any device is a DocHub profile, that you can register in a few moments. When you register, upload your document or find what you are searching for in our catalog, complete it utilizing the editing instruments you need, and place your electronic signature on it at the end.

What does IRS consider exceptional circumstances?

Exceptional Circumstances The IRS considers the following factors to decide whether a compromise would undermine taxpayer compliance with tax laws: The taxpayers history of compliance with filing and payment obligations required by the tax code. Taxpayers deliberate tax avoidance efforts.

Can all tax returns be filed electronically?

Yes, you can typically e-file the currently due tax year and two prior years, except during an IRS closure. For example, once the IRS has opened e-filing for tax year 2024 returns, youll be able to e-file 2024, 2023 and 2022.

What forms can be electronically filed with the IRS?

The following form types can be e-filed through the MeF Platform: Corporations (Forms 1120, 1120-F and 1120-S) Employment Tax (Forms 940, 940-PR, 941, 941-PR, 941-SS, 943, 943-PR, 944, and 945) 94x Online Signature PIN Registration. Exempt Organizations (Forms 990, 990-EZ, 990-N, 990-PF, 990-T, 1120-POL and 4720)

form 5500 ez

Irs issues guidance on exceptions from electronic filing qui Form 8948 IRS waiver Form IRS waiver due to income level Form 8948 instructions IRS Form 8508 IRS 1099 electronic filing requirements 2024 IRS E file requirements 2024

Is exclusion from electronic filing requirement for form 5330 available now?

As a result of the lack of authorized e-file providers for the Form 5330, the IRS has determined that a filer is permitted to file a paper Form 5330 for the 2024 taxable year. The filer should document that the reason for not filing electronically and filing a paper Form 5330 is the lack of authorized vendors.

Is the IRS no longer accepting an e-file?

Tax year 2021 individual returns, including amended returns, wont be able to be e-filed during the shutdown. E-Filing for all 2021 business returns was shut down on December 26, 2024. Tax year 2022 and 2023 individual returns will not be able to be e-filed during the shut down but will resume on January 27, 2025.

Why wont the IRS let me file electronically?

Usually this involves returning to the page with errors and fixing them. However, some issues cant be corrected. Ex: If you have a form not available for e-filing, or you, your spouse, or dependent has an invalid Social Security number (SSN), you cant e-file your return.

What forms does the IRS not accept electronically?

Forms not eligible for e-filing Dual-Status Return or Dual-Status Statement. Form 56, Notice concerning fiduciary relationship. Form 433-F, Collection Information Statement. Form 8283, Noncash Charitable Contributions. Form 8873, Extraterritorial Income Exclusion. Form 14039, Identity Theft Affidavit.

Can I file form 4852 electronically in the IRS?

Yes, IRS Form 4852 can indeed be filed electronically. However, for electronic filing (e-filing), you must know your employers or payers tax ID number, which is filled in Box 6 of the form.