Trekker Posted August 8, 2006 Posted August 8, 2006 I need a clear answer to this question after reading RP 2005-66, Sec 17, and the latest IRS FAQs. Client in Cycle A has an individually-designed plan, GUST approved and up to date with all amendments (EGTRRA, RMD, cashout). Our firm has a Vol Sub specimen plan with IRS for approval. Client wants to switch to our volume submitter. Sec 17.03 and 17.04 of 2005-66 and Q-6 of the IRS FAQs seem to dance around this issue, but I just can't make out the song! MY QUESTION: Does client simply sign 8905 by 1/31/07 or must client adopt an interim plan, which is our specimen plan currently under review, by 1/31/07? Thanks.
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