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Relius Gov't Forms - "filing for plan year"


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Posted

We just updated Relius Gov't Forms from sp4 to the current one. We waiting until after 10/15 since things seem to be working.

I noticed on the plan info sheet that the "Filing for Plan Year" comes up with an error if left blank. The help on this form say that it must be answered if filing for a plan year prior to 2009. Is everyone just putting 2009 if it's for the 2009 plan year?

Posted
We just updated Relius Gov't Forms from sp4 to the current one. We waiting until after 10/15 since things seem to be working.

I noticed on the plan info sheet that the "Filing for Plan Year" comes up with an error if left blank. The help on this form say that it must be answered if filing for a plan year prior to 2009. Is everyone just putting 2009 if it's for the 2009 plan year?

Yes, we did.

Posted

The purpose is to distinguish between the 2009 plan year and, say, the 2007 plan year that you filed under DFVC but for which you had to use the 2009 form.

Austin Powers, CPA, QPA, ERPA

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