Too Late:
Due to the high volume, it is too late for us to file the Form 5500-ez by the regular deadline.
Here are Your Options:
Option 1:
Work With Your CPA/Tax Advisor:
Work with your CPA/tax advisor to file the year 2025 Form 5500-EZ. Note: If you decide to work with your CPA/tax advisor in filing the 2025 Form 5500-EZ and then need 5500-EZ support in future years, please make sure to notify us at that time in in a timely fashion. If you will handle the 2025 5500-EZ with your CPA/tax advisor but would like assistance with next year’s 5500-EZ (2026) please submit preparation request form here
Option 2:
Have My Solo 401k Financial assist with filing 2025 Form 5500-EZ AFTER you file an Extension by 7/31/2026 (Form 5558):
In order for us to help you file the 2025 5500-EZ by the extended deadline, you must take the steps below including filing the Extension Form 5558 by 7/31/2026 and then we will help you file 2025 Form 5500-EZ by October 2026.
STEP 1: File extension using Form 5558: You will need to file an extension with the IRS by mail by 7/31/2026 (i.e., you need to post mark it by this date) which will allow the return to be filed by the extended deadline of October 15, 2026.
STEP 2:
Link: Visit the following link for the extension form and instructions. https://www.mysolo401k.net/how-to-complete-2025-form-5558-application-for-extension-of-time-to-file-form-5500-ez-for-plan-year-2025/
STEP 3:
Form 5558 Extension Must be Mailed by 7/31/2026: You must mail the extension form to the IRS.
STEP 4:
After the Extension Has Been Filed: After you file an extension for time to file (Form 5558) by 7/31/2026, you need to provide us by August 31, 2026 the information needed to file the 2025 Form 5500-EZ by completing on-line questionnaire below and paying our processing fee.
Submit Online Questionnaire: Click Here
Pay Processing Fee After Completing Steps 1 through 4 Above: https://www.mysolo401k.net/200-solo-401k-processing-fee/
****Due to the volume of clients that need to file a Form 5500-EZ, we won’t be able to help you file the Form 5500-EZ for this year if you don’t take the steps described above by the deadlines specified above and we will presume that you won’t need support for the Form 5500-EZ for this year and in future years. If you will handle the 2025 5500-EZ but would like assistance with next year’s 5500-EZ (2026) please submit preparation request form here ****
