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5500


Guest John Trusler

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Guest John Trusler
Posted

Are schedule A's required for Long Term Care & or Disability plans?

Posted

Yes, in both cases, with one exception:

No 5500 would be required for a disability plan if it is established only to comply with state laws requiring disability insurance (5500 instructions pg 3)

John Cheek CPA

www.cpaSPAN.com

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