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Posted

Can someone clarify for me if Rollover Money which is reported on Schedule I Line 2a(3) is supposed to show up as income on SAR. Govt. Forms is not including it so that when the numbers are added on the SAR they are incorrect.

Guest anagpal
Posted

Rollover Income reported in Schedule I is always shown as Other Income in SAR. Please verify it again or there might be some technical fault in your system/software.

Guest pensionadmin
Posted

We use Datair's 5500 software and it does not bring in the rollovers on the SAR.

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