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H&W 5500 - Schedule A: full & short policy yrs in same plan yr


TPApril

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Curious how others would file this:

H&W Plan Year is calendar year.

One benefit is on a 1/31 policy year. They then have a short plan year that ends on 12/31.  So two policy years end within the same plan year

So there are 23 months then to report on the 5500.  Schedule A's only allow for up to 12 months.

Report two Schedule A's for the same policy number, use the first one only, use the last one only?

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