flosfur Posted April 30, 2008 Posted April 30, 2008 It is not in the 5500-EZ instructions but there was an understanding in the pension community that EZ filers were not required to file Sch B for 2005. Was this a formal guidance (Announcement, Notice) or just a statement at a conference etc?
Andy the Actuary Posted April 30, 2008 Posted April 30, 2008 I had your concern so I captured this at the time: Instructions_for_Form_5500_EZ__2005_.pdf The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
flosfur Posted April 30, 2008 Author Posted April 30, 2008 I had your concern so I captured this at the time: Great help. Thank you very much.
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