ERISA25 Posted June 8, 2011 Posted June 8, 2011 Does anyone know of any procedural guidance regarding plan terminations that occur while there is a Form 5300 pending? Can you substitute a From 5310 in its place?
John Feldt ERPA CPC QPA Posted June 8, 2011 Posted June 8, 2011 Question 17i of the Form 5310 asks if any issue is pending with the IRS. I would answer "yes" and attach an explanation that the D letter (Form 5300) request is still in process and refer them to and provide a copy of the acknowledgement letter that the 5300 application received.
ERISA25 Posted June 8, 2011 Author Posted June 8, 2011 Question 17i of the Form 5310 asks if any issue is pending with the IRS. I would answer "yes" and attach an explanation that the D letter (Form 5300) request is still in process and refer them to and provide a copy of the acknowledgement letter that the 5300 application received. Thank you. Good suggestion.
Peanut Butter Man Posted June 8, 2011 Posted June 8, 2011 Does anyone know of any procedural guidance regarding plan terminations that occur while there is a Form 5300 pending? Can you substitute a From 5310 in its place? I would give the IRS a call at 877-829-5500, explain the situation and see if an agent has been assigned yet to the Form 5300 filing. That way you can give the agent a heads-up that you are converting the filing to Form 5310.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now