How Solo 5500 Desk uses official Form 5500-EZ sources
The methodology page for source dates, hard stops, and Form 5500-EZ compliance boundaries.
Summary
Solo 5500 Desk uses IRS and DOL sources reviewed on June 11, 2026 for the MVP. Official sources drive the asset threshold, final-year warning, deadline, electronic-filing threshold, EFAST2 boundary, extension context, penalty exposure, and late-filer relief routing. The product prepares a packet; it does not replace official instructions or professional judgment.
Source baseline: IRS and DOL sources reviewed for this MVP on June 11, 2026.
| Reviewed date | June 11, 2026Shown in official source notes for this MVP. |
|---|---|
| Primary sources | IRS and DOLForm instructions, filing notices, EFAST2, extension guidance, Form 14704, and Revenue Procedure 2015-32. |
| Output boundary | Packet onlyThe user reviews and files through the official channel. |
What counts as an official source
The supported source set is limited to IRS filing notices, IRS Form 5500-EZ instructions, IRS extension guidance, IRS electronic-filing guidance, DOL EFAST2 help, Form 14704, Revenue Procedure 2015-32, and related official pages. Third-party summaries may help identify questions, but they do not become product rules.
How sources become product rules
A source-backed rule must map to a visible user outcome: a checker question, wizard field, warning, hard stop, packet note, FAQ answer, or official-source table. If a rule cannot be expressed clearly in the packet, it should not be hidden inside a broad marketing claim.
How dates are handled
The MVP source notes use a June 11, 2026 review date for Solo 5500 Desk. Future reviews should update affected source notes and changed pages together so a later audit can distinguish product wording from the official baseline used at the time.
Where the methodology stops
The methodology does not create tax, legal, fiduciary, investment, actuarial, plan-administration, or representation advice. It documents how the product keeps a narrow self-preparation packet aligned with official sources.
Common questions
Does the product rely on blog summaries?
No. Blog-style explanation can help users, but the product rules and hard stops are tied to official IRS and DOL sources listed on each guide page.
How often should the sources be reviewed?
At minimum before each filing season, after IRS or DOL form updates, and whenever a user-facing deadline, threshold, electronic filing rule, or penalty statement changes.
What happens when official instructions change?
The product should update its source review date, revise affected copy or calculations, and avoid using stale numbers for new plan-year packets.
Related guides
Do I need to file Form 5500-EZ for my Solo 401(k)?
The direct filing test for one-participant plans: asset threshold, final year, deadline, and filing method.
Solo 401(k) $250,000 threshold for Form 5500-EZ
How the IRS $250,000 one-participant plan asset threshold works for Solo 401(k) Form 5500-EZ filing.
Form 5500-EZ vs Form 5500-SF for a Solo 401(k)
How a one-participant plan should think about the two short Form 5500-series lanes before preparing a packet.
Official sources for this guide
Last reviewed: .