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Form-5500SF, Lines 7 & 8 question


jsmith1985

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Hello,

Am in the process of filing this form based on information from Fidelity forms.

Fidelity provides 5 pieces of information:

(1) Jan 1, 2014 balance - Goes on Line 7(a) column (a)

(2) Dec 31, 2014 balance - Goes on Line 7(a) column (b)

(3) Investment Earnings - Where do I enter this? Line 8(b)? Which column (a) or (b)?

(4) Fees Deducted - Again where do I enter this?

(5) Cash Contributions - seems that this will go on line 8(a)(1) and 8(a)(2) but WHICH column (a) OR (b) should I enter this.

Thank you for your assistance.

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I think if you are using a program or the DOL site it will force which column it is supposed to go in.

Though for the individual items they generally go in the (a) column with the subtotal in the (b) column.

For fees they would go in 8(f), again generally in the (a) column.

Our software put the following question 8 items under (a)

(a)(1) (2) & (3), b, d, e, f, g, j

and the other 8 item questions under (b)

c, h, i

hope that helps you.

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