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Schedule D


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Guest rachd
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I have a plan that has accounts with Ohio National Life Insurance Company... they provide a "Schedule D Attachment", which just seems to list their investments w/EIN & plan #. How am I supposed to figure out which are actually to be reported on my plan's Sch. D? Does anyone else have to deal with this company? Their "Schedule A Attachment" is just as worthless. All other insurance companies I work with clearly provide the information and where it should go on the schedules.

The plan has one account which is a guaranteed interest fixed account. Is this the only one that has to be reported? Or if any of the other accounts show up on the "Sch D Attachment" list- does that mean they are supposed to be reported? Of course their "support" is already closed for the day too.... how convenient.

Thanks in advance if anyone can help me. Luckily it's almost time to go enjoy the weekend.

Rachel

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