Amended 5500

[Guest notapensiongeek]

I know this is a basic question but I can't seem to find an answer anywhere!

We discovered that we need to amend a 2007 Schedule I (Form 5500). With the original filing, we attached the 5500, Schedule I, Schedule R and Form 5558. For the amended filing, on page three of the 5500, do we still check the "Schedule R" box and not attach the Schedule R (since we're not changing it) or do we uncheck the Schedule R box on page three of the 5500 since it's not being amended? I've seen it done both ways but want to know the "right way" (if there is such a thing). This is a paper filing, not an electronic filing.

Our practice has always been to only submit the amended schedules and attach a copy of the 5558 if one was submitted with the original filing.

Any thoughts would be greatly appreciated.

Thanks!

[david rigby]

See page 6 of the instructions:

http://www.dol.gov/ebsa/pdf/2007-5500inst.pdf

[Guest notapensiongeek]

Thank you!! Crystal clear!