IRS - Guidance from Yeo & Yeo

IRS Clarifies Erroneous Late Filing Form 8955-SSA Notices

CPAs & Advisors

Marisa Ahrens
Marisa Ahrens CPA Principal CPAs & Advisors

Print Friendly, PDF & Email

According to the American Society of Pension Professionals & Actuaries (ASPPA), one of the several organizations that comprises the American Retirement Association (ARA), erroneous notices were issued to taxpayers claiming their 2022 Forms 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits, were filed after the July 31 deadline.

The IRS said that the erroneous messages resulted from a programming error on their part. The IRS further said it will announce in an upcoming newsletter that anyone who received the 8955-SSA late filing letter dated before September 1, 2023, can ignore it. 

For more detailed information about the glitch, you can read the summary provided by the American Society of Pension Professionals & Actuaries (ASPPA): IRS Clarifies Erroneous Late-Filing Notices

You can contact your Third Party Administrator (TPA) or your Form 5500 preparer if you have any concerns about the situation.

Want To Learn More?

Connect with one of our professionals today.