Form 8905

[Rai401k]

When submitting a pre-approved plan document to the IRS using a form 5307 do we have to include the form 8905.? We have not been doing this because we were under the impression that 8905 only had to be submitted if the prior plan document was an IDP. All of our GUST docs were pre-approved Accudraft VS. We are now using the Corbel Pre-approved VS plan documents for EGTRRA ( i guess for that reason alone we should be submitting them !!).

For some reason we were under the impression that since we have never used IDPs that it was a waste of time for us to have the 8905s signed back in 2006, and you can only use the 8905 if you had a IDP and then were adopting a pre-approved plan. To switch from a 5 year to 6 year cycle. That is why we haven't been sending them in with our 5307 submissions.

We have submitted a hand full of docs so far, how much of a problem would this cause. Will they just come back and ask for a copy of it?

We will be sure to send them in with our submissions going forward

[Trekker]

We included the 8905 with all of our submissions, except those who were in their correct cycle based on EIN.

For example, an Employer with an EIN ending in "2" should have been submitted by Jan 31, 2008. But if the Plan went under our volume submitter and was submitted after Jan 31, 2008, we included the 8905.

An Employer with an EIN ending in "5" must submit by Jan 31, 2011. We did not prepare 8905's for any Cycle E filings.

[Madison71]

I agree - you should include the 8905.