Dinosaur Posted March 14, 2011 Posted March 14, 2011 I have a DB plan that needs to file a Form 5500 EZ and Schedule SB for a short 2010 plan year (plan terminated and assets rollover to only participant in August, 2010 due 3/31/2011 unless extended). Since the 2010 Form 5500-EZ is not available I can use the 2009 Form 5500EZ and use the 2010 dates. My question is with the Schedule SB. Should I use the 2010 Schedule SB since it is available? and use the 2009 Form 5500-EZ (with 2010 dates)? or use the 2009 Schedule SB (with 2010 dates) to be consistent?
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