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Posted

Hi All,

We have been getting into some debate over the "special extension" box on the new 8955-SSA. Does anyone know if the January 17th extension needs to be noted? Also, can we call it the "IRS takes too long issuing forms extension" or is that too long.

The first question is serious, obviously the second is not. Any help would be greatly appreciated.

Thanks!

IMHO

Posted
We have been getting into some debate over the "special extension" box on the new 8955-SSA. Does anyone know if the January 17th extension needs to be noted?

The IRS has said NO.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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