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Since it sounds like you still need to file a final return, filing an amended return to correct the asset data seems like the simplest and and most correct course of action. Whether they do that now or concurrent with the final return is up to them.

Should be, especially if these weren't brand new HCEs (like the owner's kid, since no pay in the lookback year) getting an accelerated benefit like that.

I like both. The AI search isn't a huge selling point for me; I was kind of underwhelmed by the demo. - EOB is more technical and goes deeper into the weeds on most topics. ERISAPedia is more plain English explanation of technical topics. - I can get more out of EOB, but 90% of the time I can get what I need from ERISAPedia. - If it is going to be used by less experienced, less technical employees, ERISAPedia is probably better. Its easier to search and easier to understand. - If I could only have one, it would be the EOB. If I could only have one for my staff, it would be ERISAPedia. I hope that helps.