JMP Posted September 4, 2020 Share Posted September 4, 2020 Do you need to report the Distribution Total for the plan participant on the Final FOrm 5500-EZ? 1 person plan, terminated plan, rollover all assets to IRA....do I report the rollover assets on Form 5500-ez somewhere, or just simply put $0 at the end of the year? When do you use the Total Plan Liabilities in Part III? Link to comment Share on other sites More sharing options...
Bird Posted September 4, 2020 Share Posted September 4, 2020 1 hour ago, JMP said: simply put $0 at the end of the year? yes 1 hour ago, JMP said: When do you use the Total Plan Liabilities in Part III? When there are liabilities (rarely if ever) - not now. Ed Snyder Link to comment Share on other sites More sharing options...
JMP Posted September 4, 2020 Author Share Posted September 4, 2020 Thank you!! Link to comment Share on other sites More sharing options...
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