Guest rachd Posted April 4, 2003 Posted April 4, 2003 I am trying to complete a Schedule R for a client whose plan had distributions during the year. However, I am not sure exactly how to fill out the form. The client does not have a trust ID for this plan so when 1099's were completed, the employer's EIN was used. In reviewing the instructions for this Schedule, it states to "Enter the EIN(s) of any payor(s) (other than the plan sponsor or plan administrator on line 2b or 3b of the Form 5500) who paid benefits reportable on Form 1099-R on behalf of the plan to participants or beneficiaries during the plan year. This is is the EIN that appears on the Forms 1099-R that are issued to report the payments." There weren't any other EIN's used to distribute account balances besides the employer's EIN. Do I just list this EIN or leave it blank? Thanks, Rachel
pmacduff Posted April 4, 2003 Posted April 4, 2003 Leave it blank since there weren't any distributions other than under the Employer EIN....
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