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Posted

I have read the instructions, called DOL - were nice but just told me to read the instructions or call the IRS on EZ questions, Was on hold with the IRS for over 1/2 hour and gave up.

Situation.

Controlled Group

Both companies covered under one plan.

Both companies have one EE each - husband in one, wife in other.

Can I file an EZ? I think the controled group issue that I had before went away.

Any ideas?

Pat

Posted

ASPPA ASAP issue 10-19 addresses this - haven't researched myself (so don't rely on this) but seems to indicate EZ okay in this situation. Replied to suggest review issue 10-19 if you have access to......

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