Schedule SB

[Dinosaur]

Using Relius Government Forms to do a Schedule SB. Does anyone know of a problem with filing with EFAST2 for the following warnings from the Relius validation check;

if 20a is yes (funding shortfall) it is looking for a response to 20c(1), 20c(2), 20c(3) and 20c(4) even though less than 100 participants. I believe this should be left blank;

Line 34 is coming up with a message that it is not adding up correctly. The math is correct but it still comes up with a warning;

Line 22 (Weighted average retirement age). It looks like it is looking for an attachment if there is any value on line 22. If the retirement age is 65 and and everyone has a retirement age of 65 do you need to do an attachment?

[FAPInJax]

Using Relius Government Forms to do a Schedule SB. Does anyone know of a problem with filing with EFAST2 for the following warnings from the Relius validation check;

if 20a is yes (funding shortfall) it is looking for a response to 20c(1), 20c(2), 20c(3) and 20c(4) even though less than 100 participants. I believe this should be left blank;

Line 34 is coming up with a message that it is not adding up correctly. The math is correct but it still comes up with a warning;

Line 22 (Weighted average retirement age). It looks like it is looking for an attachment if there is any value on line 22. If the retirement age is 65 and and everyone has a retirement age of 65 do you need to do an attachment?

I agree that question 20 should permit blanks (although it is possible that EFAST in their infinite wisdom expects 0 - the message goes away when entered as a zero).

I do not know about question 34.

Question 22 mandates an attachment for the weighted average retirement age. You may scroll past the form itself and find the attachment or actually attach a PDF / text file. This is a difference that it appears we are going to have to live with.