Schedule R filing question

[Guest Bob Kayak]

Hi,

I have a question regarding the addition of the coverage testing information on the Schedule R.

If a defined contribution plan made no distributions during the year, is exempted from Part II, and is eligible for one of the coverage exceptions, does the Schedule R need to be filed? The instructions are not clear to me. It appears the form would be blank in this situation.

Thanks

[Archimage]

You would not file a Sch. R in this case.