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Schedule E


Guest Bob Lees

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Guest Bob Lees
Posted

We have an ESOP that allocated dividends to the participants. These dividends remain in the plan, they were not distributed to the participants. On the Schedule E question 15(e) asks for dividends paid to participants. Do we have any? Or because the money remains in the plan do we not have any?

  • 2 weeks later...
Guest Emiliano
Posted

"Benefits paid directly to or distributed to participants"

If the money is still in the plan, then the dividends probably weren't paid directly to or distributed to the participants.

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