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Posted

3H is plan feature for "member of a controlled group." Do people agree that if ALL members of the controlled group and/or affilliated service are covered by the Plan, that 3H should NOT be selected? Being a "member" of a group implies that there are other members as well.

Austin Powers, CPA, QPA, ERPA

Posted

If the all members of the group are in the plan, there are no other members or plans then I don't believe 3H would be used. Was my first thought.

If it is parent sub - filing consolidated tax return - I would skip the 3H. If you have ASG that doesn't file single return then I would use the code 3H.

JanetM CPA, MBA

Posted

Interesting, as my question was secretly about an ASG...

Every year I wait for them to clarify what it is that they mean in greater detail, but they never do!

Austin Powers, CPA, QPA, ERPA

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