I have a client that I need to do a revised 2013 schedule SB for. I am hoping someone can confirm my understanding of the filing process so that we can communicate it to the client who does the e-filing.
In the EFAST faq "Q39" states that "For plan years 2010 and later, starting with the original version you submitted, make the necessary amendments, check the box for “amended return/report” in Part I, and resubmit the entire annual return/report, including all needed schedules and attachments. For plan years 2009 and earlier, see questions 4 and 41."
The above makes it sound like they just have to resubmit the entire 5500 and swap out the old SB for the new one and some of the updated attachments. In addition to checking the "amended return/report" box in PArt 1 of the 5500 are there any other requirements?
Also, since this is a 2013 Schedule SB would there techinically be a fine for filing late even though the original submission was on time?
In the EFAST faq "Q39" states that "For plan years 2010 and later, starting with the original version you submitted, make the necessary amendments, check the box for “amended return/report” in Part I, and resubmit the entire annual return/report, including all needed schedules and attachments. For plan years 2009 and earlier, see questions 4 and 41."
The above makes it sound like they just have to resubmit the entire 5500 and swap out the old SB for the new one and some of the updated attachments. In addition to checking the "amended return/report" box in PArt 1 of the 5500 are there any other requirements?
Also, since this is a 2013 Schedule SB would there techinically be a fine for filing late even though the original submission was on time?
Amended 5500 Filing help
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