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Posted

We have just discovered that for one of our plans, the 1999 5500 filing did not have a Schedule P at all, and the 2000 and 2001 filings had a Schedule P from the wrong Trustee.

It seems to me that we should file amended returns for all three years--that it is not very much work, and we want to get the statute of limitations started for all three years.

Comments?

RCK

Posted

As I understood it, the only way Sched P works is if it attached to a timely filed Form 5500, and including it with an amended return does not work. However, that's not what the instructions say, so I'll have to search for the source of that data.

John Cheek CPA

www.cpaSPAN.com

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