abanky Posted April 23, 2002 Posted April 23, 2002 Do i need to file a Schedule A with a 5500-EZ when a plan is funded by an insurance policy? The instructions say that only schedules B, E, or P have to be filed with a 5500-EZ, which makes sense to me, but the administrator before me had filed a Schedule A with the 2000 5500-EZ. Any thoughts? Thanks in advance. ABanky Also, if I do indeed need to file a schedule A, would I have to file one if the plan was terminated and all policies were cancelled by the end of the year.
Belgarath Posted April 23, 2002 Posted April 23, 2002 You are correct - Schedule A is not required when filing an EZ.
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