NOTE: As of the tax year 2020, the 5500 package is no longer available within the UltimateTax program.
Form 5500 and 5500-SF:
Beginning January 2010, 2009, 5500/5500 SF, prior year delinquent or amended 5500/5500SF are required to be e-filed through the EFAST2 system by using either an approved 3rd party software or the online via IFILE.
Form 5500-EZ:
The 5500-EZ cannot be submitted electronically and must be mailed to the address listed below:
Department of the Treasury
Internal Revenue Service
Ogden, UT, 84201-0020
Private Delivery Service:
You can use certain private delivery services designated by the IRS to meet the “timely mailing as timely filing/paying” rule for tax returns and payments. The private delivery services include only the following:
DHL Express (DHL): DHL Same Day Service.
Federal Express (FedEx): FedEx Priority Overnight, FedEx Standard Overnight, FedEx 2Day, FedEx International Priority, and FedEx International First.
United Parcel Service (UPS): UPS Next Day Air, UPS Next Day Air Saver, UPS 2nd Day Air, UPS 2nd Day Air A.M., UPS Worldwide Express Plus, and UPS Worldwide Express.
The private delivery service can tell you how to get written proof of the mailing date.
This information applies to all years of the UltimateTax software.
