austin3515 Posted June 15, 2012 Share Posted June 15, 2012 When contracts are combined for reporting purposes by TIAA-CREF, they also combine the Schedule A reporting. I actually think this applies to a few of my plans; where the reporting was always combined (i.e., since pre-2009),it has never been reported separately so it's been treated as though there was only one contract. Has anyone had to deal with this issue before? Austin Powers, CPA, QPA, ERPA Link to comment Share on other sites More sharing options...
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