Relius 5500-EZ Validation Error

[austin3515]

Solo DC Plan. When I answer the question 10 ("Is this a DB Plan subject to minimum funding") as "No" a validation error states "No entry should be made for this item when the plan is not a DB plan."

I'm ignoring that validation error as being ridiculous. IT's a simple yes or no question, and the answer is obviously no.

Do others agree? I haven't looked at the instructions in a while, but I'm curious to know if anyone else has any thoughts.

[Tom Poje]

I think you are suppose to leave it blank. on FT William the keyboard gives you an electronic shock if you try and answer that question for a DC plan. oh wait, you are simply unable to answer it if its a dc plan, it's impossible to even fill it in. dang, them guys was clever enough to have it look at your plan codes, see that the plan is a DC and therefore grey it out.

I think you are reading too much into the question.

It does not ask "Is this a db plan?" - based on the plan codes it knows that already.

pretend the plan is a DB.

now maybe the question makes more sense, if the DB plan was fully funded.

[Belgarath]

We don't use Relius, but that question is, I think, (as Tom mentions) meant to distinguish beween a DB subject to minimum funding, and a DB plan NOT subject to minimum funding, such as a 412(e)(3) plan.

Interesting. I just looked at the instructions, and there is no plan code for a 412(e)(3) - so you would have to answer "no" to this. Your position that you would answer "no" for a DC plan seems eminently reasonable, BUT - whenever we fight with software, we always lose.

[austin3515]

The instructions say"

"Check Yes if this plan is a defined benfit plan subject to the minimum funding standard requirements of Section 412." It then goes on to talk about the need for SB.

In the absence of that diagnostic, would anyone have come to the conclusion that this box should be left blank?

Now, if the instructions had been worded:

"If this Plan is a defined benefit plan, check Yes if..." I would be walking away with my tail beween my legs; but it doesn't say that.

Has anyone else been answering this no?

[Tom Poje]

I'm thinking that in the past, perhaps N/A was also a choice

so just leave it blank and make the software happy

[austin3515]

My step mother used to have a bumper sticker that said "Question Authority."

But I suppose, in the future, I could do that

[Tom Poje]

well, maybe next year Relius will make it impossible to check that box if it is a DC plan.

like your spirit though