Potential Form 5500 Extensions

September 2021

BY

Beth GarnerNational Practice Leader - EBP and ERISA Services

Joanne SzupkaAssurance Director, Employee Benefit Plan Audits - Atlantic Region Practice Leader

The Internal Revenue Service (IRS) provides tax relief provisions for taxpayers, who reside or have a business in an area, affected by a disaster situation.  This includes areas impacted by severe weather such as wildfires, flooding and hurricanes.  The length of the relief provisions varies by location. The tax relief provisions may include the Form 5500 due by October 15, 2021 for calendar year end (December 31, 2020) benefit plans.