I received an IRS letter stating that my form 5558 was approved. What do I do with the letter?

From time to time, we see the IRS issuing letters confirming that an extension was filed and requesting that the final 5500 be filed by the October 15th deadline.

If you receive such a letter, feel free to forward it to us. However, the IRS is just requesting that the form be filed by the deadline. We are responsible for your filing deadline and meeting this requirement as long as you submit to us all applicable information for the filing.

So, generally speaking, you can just hold onto this letter for your records, and we will confirm with you when the actual form 5500 is completed. It will also be uploaded into your SmartVault account.