2005 Form 5500

[Archimage]

I was reading the updates on the changes to the 2005 Form 5500. I see the IRS has discontinued the Sch. T and placed a coverage question on Sch. R. However, it does not look like the instructions changed for who has to file a sch. R. For instance a profit sharing plan that had zero distributions does not have to file a sch. R. I get the impression though that this is not want the IRS intended and this schedule should be required. Any other thoughts or comments?

[No Name]

Any weight that can be added to a filing is welcome. I've been vexed that the Schedule R has been useless in most cases. Zero on line 1, make 3 copies. Schedule T at least had some purpose.

Dis-heartening.... :angry:

[Guest anagpal]

can u please tell the source of 2005 5500 updates.

[Archimage]

The instructions to the 5500 as printed by the IRS.

[Belgarath]

Do you by any chance mean the 2004 5500 forms, where instructions were released in 2005? I'm not aware of 2005 forms or instructions being released yet - if they have, I'd appreciate any info you might have on where to view them. (I looked at the IRS forms & pubs section on their website - only 2004 listed)

Thanks.

[david rigby]

EBSA, not IRS.

http://www.dol.gov/ebsa/5500main.html#2005

[Belgarath]

Thanks!

I'm so accustomed to these not being available until after the end of the year that I didn't look on the EBSA website.

[Archimage]

My mistake. I meant the DOL. Sorry for the confusion.