Schedule of Assets - Sch H, Line 4i
Posted 02 July 2008 - 04:09 PM
What is an "Individual Account Plan" ? Does a 401(k) Plan for one Corportaion qualify as a Individual Account Plan?
Any help is greatly appreciated.
Posted 07 July 2008 - 06:22 AM
'costs' "may be omitted when reporting investments of an individual account plan that a participant or beneficiary DIRECTED with respect to assets al;located to his or her account (including a negative election authorized under the terms of the plan)
emphasis is mine.
these instructions, if you don't have them are readily available - a simple google search should find the instruction for form 5500
bah. I must find a way to stop filing dead lines from coming