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One Person Plan - Problem with Filing!


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Guest m.n.ouellette
Posted

Wondering if anyone out there has experienced the problem that we have ~ as you know, if you mark the 5500 SF as being a one-person-plan, then you eliminate the need to answer some of Question #8 ("Other/Rollovers", etc.). We had a OPP, so we left those fields blank, as per the 5500 instructions. However, when we filed the 5500SF, it came back as a Stop b/c the form didn't balance!

So we had to use our collective brain power to figure out 1st of all "WHY" and second of all, how to get it "through" the filing!

Has this happened to any of you?? Was our collective brain power dim? Maybe there is a solution that we did not think of.

Thanks.

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