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New Process for preparing a Determination Letter Request


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Guest Sonia Kapoor
Posted

Hi,

IRS came out with the new refined procedure for the filing. However, it relates more to the procedure within the IRS rather than directing one as to how to go about preparing the request itself.

Can anyone please direct me to a checklists of sorts which can be referred to while preparing a request for the determination letter? Or an appropriate web link for that matter.

Thanks!!

Sonia Kapoor

Posted

The IRS instructions are still a good place to start. http://www.irs.gov/pub/irs-pdf/i5300.pdf

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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