Correcting Form 5500: Amended Filing Guide

Updated September 22, 2026 • Use the filing year that matches the return being corrected.

Start by identifying the error

Before amending a Form 5500 filing, identify exactly what is wrong: main-form data, a schedule, an attachment, a plan characteristic or a filing-year issue. Corrections should be made consistently across every affected part of the filing.

Amended filing workflow

1. Open the original filing-year return and supporting records.
2. Correct the main form, schedules and attachments that are affected.
3. Run filing-year validation again.
4. Submit the amended filing through the current EFAST2 process.
5. Retain the original filing, corrected filing and submission records.

Official source