Guest lisbetf Posted August 10, 2004 Posted August 10, 2004 Do I have to convert the participants' account balances to annuities to report them on the Form SSA, or can I just show account balances?
WDIK Posted August 17, 2004 Posted August 17, 2004 The Schedule SSA instructions for line 4 box (f) pertain to defined benefit pension plans and indicate that you should "enter the amount of the periodic payment that the participant is entitled to receive." If the participant is entitled to receive a life annuity payable monthly, the entries should correspond to that fact. ...but then again, What Do I Know?
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