Defined Benefit Plans and Tax Return Verifications

[Guest Lynn123]

When producing the benefit calculations on a 2008 Defined Benefit Plan and or Cash Balance Plan. When providing the prelimanary data for calculation from the clients, we are finding that the clients hesitate in providing this data. Why, is it such a hassle to make clients understand and or primarily the CPA's tax preparers that we must have line 31 and or the W2 of course to calculation the required benefits and required contributions for the Defined Benefit Plan. It is like we play ping pong with the CPA saying they need our calculation before they can give us the tax return document. What if any can be explained other than what I have said above can be told to the CPA and the client that in order to calculate the contribution and benefit for the 2008 tax reporting year is to show proof of the income on either providing the W-2 and or K-1 and or Schedule C and SE, also another questions is it possible for a client to have a K-1 and provide a SE as well....would these both be applicable when providing tax information on a partnership?