Schedule H (I need a tie breaker)

[Andy the Actuary]

Questions "m" and "n" of the Part IV on Schedule H pertain "individual account plans" and "black out" periods

I have submitted 5500 drafts for two plans that are audited by different accounting firms. One auditor says leave "m" and "n" blank since they clearly are not relevant. The other says the instructions for Schedule H, Part IV say to leave no question blank unless instructed so they advise to answer "no" to "m" and "yes" to "n."

Like Rhett Butler, I don't give a . . . and want only (a) for all the auditors in the world to be happy and (b) the 5500 filing not to be kicked out.

How are other practitioners completing "m" and "n?" Can anyone supply specific guidance?

[WDIK]

I believe that our software does not allow an entry on line 4m unless it is an individual account plan.

[pmacduff]

Andy - Our Relius Gov Forms validates when we answer (m) no and leave (n) blank. I guess because (n) says "if (m) is "yes..." I assumed it SHOULD be blank.

All of the forms I have processed through I-FILE have gone through without a hitch (and I have validated the forms both in my RGF and on I-FILE)

Hope this helps.

[Andy the Actuary]

Andy - Our Relius Gov Forms validates when we answer (m) no and leave (n) blank. I guess because (n) says "if (m) is "yes..." I assumed it SHOULD be blank.

All of the forms I have processed through I-FILE have gone through without a hitch (and I have validated the forms both in my RGF and on I-FILE)

Hope this helps.

Relius also validates when both "m" and "n" are left blank!

[pmacduff]

sorry - I guess I didn't have any like that yet!

Can you validate again in EFAST2 like you can in I-FILE?