doombuggy Posted October 11, 2004 Posted October 11, 2004 Question: With the funding deadline pushed back to 10/15 for those of us effected by Hurricanes Charley, Frances, Ivan & Jeanne, along with TS Bonnie, what have you being doing with the Sch. B? We have drafted a notice to enclose with the 5500 in general (as per IRS Notice 2004-62) in regards to extending the filing deadline. Is there anyone out there who is drafting a seperate notice for the Sch. B? Or is this not necessary? FYI our shop does DB and DC work, and I am the DC consultant, but was in here posting a question in another forum, & was asked to post this thread. I hope I am getting the question over correctly! Thanks for your help! QKA, QPA, ERPA
david rigby Posted October 15, 2004 Posted October 15, 2004 I would not do anything additional for the Schedule B, since the 5500 itself will have some indication of disaster relief. If you feel the need anyway, the easiet solution might be to write in "Disaster Relief - Hurricane Charley" at the top of the B. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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