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Posted

If you change the look-back month on line 21(b) --

(1) Do you check YES on Line 24? (If yes, how do you justify?)

(2) Do you check YES on line 25?

Thanks for all responses.

Guest robertwa
Posted

Yes on 25 - it's a method change

Posted

The theory we generally work under is that anything that requires a Plan Sponsor election is a change of method, anything else is an assumption.

There really isn't any clear guidance on this, so either way you are probably ok.

The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.

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