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Schedule P Revision necessry?


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Guest beachday
Posted

It has come to our attention that we have been filing a 401 (k)client's Schedule P of their Form5500 with the incorrect Trustee for the past 4 years.

Any thoughts as to whether we need to send amended Schdule Ps for these years?

Posted

I don't believe Schedule P's can be amended. As I have understood it, they can only be filed by attaching to the original 5500 filing. When you think about it, there really shouldn't be much demand for revisions. How many chances should one need to figure out who the trustees are?

Posted

There is no prohibition on filing an amended return with an alternate Schedule P.

However, since the purpose of the Schedule P is to start the statute of limitations, filing multiple amended returns may be less than productive.

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