Guest sritts Posted May 23, 2003 Posted May 23, 2003 When filing Form 5330 for a calendar plan year, with a plan sponsor having an off-calendar fiscal year, what tax year beginning to you list at the top of the form? The fiscal year beginning or the fiscal year ending withing the plan's calendar year?
Kirk Maldonado Posted May 23, 2003 Posted May 23, 2003 Do the instructions to the Form address this issue? Kirk Maldonado
Guest sritts Posted May 30, 2003 Posted May 30, 2003 No, but after being on the phone for almost an hour and being transfered seven times, I finally got ahold of one of our friendly IRS agents and this is the answer I received: You use the employers fiscal year that began in the plan year.
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