Jump to content

Schedule R Question


Recommended Posts

Guest rachd
Posted

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

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use