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Posted

We have just taken over a plan which received an IRS Notice of Overpayment for the 2008 Form 945. In review of the notice, it has come to light that the incorrect name of the entity was used on the SS-4 filed to receive a TIN. The correct EIN, Plan Name, Employer Name have been used on all other form (5500 etc.) Does anyone know the process to fix? Will a letter to the IRS indicating the name error suffice? Is there a form to use? Any help will be appreciated. Thanks!

Posted

I suggest you write a letter to the relevant IRS office (see the instructions) correcting the name. We've done that for changes of address, etc. and usually a confirmation is sent to the plan, so it seems to work.

Ed Snyder

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