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Posted

I know the reason behind sending 2004 1099's for excesses done before 3/15 for the 2003 plan year.

But does anyone have anything wriiten they might send to their clients explaining this? I've explained it to the Plan Administrators and a few HCE's, but I'm having trouble composing a written answer. My letters are either too lengthy and technical or too short and vague. I'm trying to find a happy medium.

Any help would be appreciated.

Remember: two wrongs don't make a right, but three rights make a left.

Guest Mbrockway
Posted

I've had the same problem in the past. Check out this form. Not sure if it will help as it is very vague.

315.DOC

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