Form 8955-SSA

[DPSRich]

Doing a 2009 and 2010 combined form. Only have 1 Participant to report under Code D as the Plan is now closed out as all other Participants have received their distributions. Final 5500-SF already filed.

Question: Do I enter the Code D Participant under line 6b, since I am voluntarily reporting this Participant?

Any help will be greatly appreciated.

Thank you.

DPSRich

[Bird]

If you follow the instructions, the answer is no (true, it's voluntary, but it's not "...in the same year as the separation occurred." If you're mailing in a paper copy I think it is fine to have a 0 on that line (and line 6a).

If you're filing through FIRE you'll probably get an error; pick a line (6a/b) and put it in there just to get it through.

[chc93]

Doing a 2009 and 2010 combined form. Only have 1 Participant to report under Code D as the Plan is now closed out as all other Participants have received their distributions. Final 5500-SF already filed.

Question: Do I enter the Code D Participant under line 6b, since I am voluntarily reporting this Participant?

Any help will be greatly appreciated.

Thank you.

DPSRich

I have the same situation. Since Code D has to be put somewhere to file through FIRE, if a Code D would have been put on a 2009 form, I entered on 6a, if a Code D would have been put on a 2010 form, I entered on 6b. As far as I know, Code D should be put on the form year in which the participant was paid.