david rigby Posted May 2, 2012 Posted May 2, 2012 The instructions for the Line 11a of the 2011 Schedule SB refer to Line 38a of the SB for the prior plan year. The 2010 SB has no Line 38a. I haven't found any prior discussions on this point. Any comments? 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.
chc93 Posted May 2, 2012 Posted May 2, 2012 This is interesting... I guess I didn't look carefully at the instructions. On the 2011 SB form itself, Line 11a says to enter "line 38 from prior year". So, that's what I've been doing.
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