Guest Powers Posted December 8, 2003 Posted December 8, 2003 HELP! I had a client just leave me a voice mail message regarding a Rev. Proc. detailing a determination letter filing deadline of January 1, 2004. I cannot access my database and I need to call him back. Does anyone know of the Rev Proc. he might be referring to so that I can print it out and have it front of me when I call him? Thanx in Advance.
Appleby Posted December 8, 2003 Posted December 8, 2003 Here is the URL to rev proc 2003- 72 http://www.irs.gov/pub/irs-drop/rp-03-72.pdf Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Appleby Posted December 8, 2003 Posted December 8, 2003 Some additional info http://benefitslink.com/pr/detail.php?id=36755 Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Mike Preston Posted December 8, 2003 Posted December 8, 2003 Keep in mind that there are some organizations that have primary execution and submission dates that are later than 9/30/2003. It depends on when the LATEST opinion letter was issued with respect to that organization. I believe the latest letter was issued in April of 2003. Hence, there is at least one organization in the country with an execution and submission date of 4/30/2004!
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