New Comparability Plans

[abanky]

Is there a government guidelined format for submitting a new new comparability plan? or will they except any format? if there is a format, does anyone know where I can find a copy of what they want it to look like?

Thanks Andrew

[Tom Poje]

go with Schedule Q and some of the DEMOs

demo 5 is avg ben test

demo 6 is general test

I believe those are the most common, the demos ask for some specifics, but as to the format you include that is up to you

I would guess a google search would find copies of the Demos

[Kirk Maldonado]

Tom Poje:

I thought that IRS determination letter applications were exempt from disclosure under the FOIA, but I will admit to never having researched that issue.

If they are exempt from disclosure, why would you find them by means of a Google search?

I'm pretty sure that there was a court case holding that the favorable determination letters were exempt from disclosure, so I would guess that the applications are also exempt.

[Tom Poje]

Kirk:

I was referring simply to blank forms, not forms that have already been filled in.

I've just gotten in the habit of always looking there first when I want to find a form or procedure or ruling rather quickly.

[Guest penman]

FWIW, I number the information on the attachments to Demo 5 and Demo 6 or whatever so that they exactly correspond to the numbers in the instructions and I note that format in the correspondence to the IRS.