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I agree withthose who say you can file a final 5500. The amount is too small to be overly concerned. Bill them $167 for researching the issue.

If your client wants an IRA asset not to be counted for one or more Medicaid purposes, a relevant measure might be none of the tables established for minimum-distribution rules under Internal Revenue Code of 1986 § 401(a)(9) and provisions that refer to it. A State’s Medicaid program might use different rules and measures for how much one may, must, or must not receive from a retirement account. Some of Medicaid’s law is Federal law, and some is State law. You might find the law in a combination of statutes, rules or regulations, other administrative-law interpretations, and court decisions. The law varies considerably from State to State.

I forgot a few points. the log in feature is cumbersome when you consider it took no time at all to just log into it when it was inhouse. The timeout feature is very short, so if you are logged in then move out to work on something else for a little while, you will get logged out and have to log back in again. Did I mention that it is not a quick easy log in? I work a lot of "off hours", either late at night or on the weekend. If I goof on the log in and get myself "logged" out, I'm stuck and can't work again till Relius is open to unlock me. Yes, I realize that this is operator error, but i'm only human and it happens on occasion. the log in is "fob" based, so now I have to keep track of this "fob" and the number on that is needed for the log in. Again, it's an additional step or 2 for everyhting I do and I don't like working this way. I've told Relius all of this and I've told them this is their worst product ever.

Essentially, it is the same, but there are some differences that slow down how I work. for example, reports take longer to generate using ASP. They somehow "offload" the report generating (I don't remember the term they use, but I joke about it being a person in the Philippines, but I know that is not really the case) and that makes it slower. You cannot have more than one report open at a time. You cannot quickly export files or save them to your computer hard drive. For example, I do a lot of exporting census and contribution reports. I used to just export as excel and it was right there on my hard drive. That doesn't work any more since my hard drive is no longer "where" the reports are being generated. I now have to save the file on the ASP drive then take an additional step to "move" that file (FTP) to my hard drive. Printing reports also requires an additional step. These are minor differences that add up to additional time to do the work. I would say that my time to complete any task has increased because of ASP. We've been on it for about a year now, so my learning curve has improved, but it is definitely slower now. I would NOT recommend ASP to anyone and I've told the people at Relius this. We have had a problem (it was frequent for a while, but is better now) with data being duplicated on reports. For example, i could print a census report and it would have every participant listed twice. I could print a Summary of Accounts and each person's balances (beg, ending, contribtion, etc) were doubled. How would you like to give a client a Summary of Accounts report that looked like that? We have to look very carefully at each report as we generate it. when this doubling issue happens it doesn't happen all the time and stay that way. I could print the report and review it and it would be fine, but then I could immediately print that report and save it as a file for you as my client and it would be wrong.