abanky Posted March 3, 2009 Posted March 3, 2009 Does a valuation need to be performed every year for a frozen plan with one participant?... mainly, in regards to the Schedule B
Effen Posted March 3, 2009 Posted March 3, 2009 yes Although you may not be required to actually file the schedule SB if the assets are less than $250K, you are still required to have one prepared. 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.
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