austin3515 Posted June 15, 2012 Posted June 15, 2012 When contracts are combined for reporting purposes by TIAA-CREF, they also combine the Schedule A reporting. I actually think this applies to a few of my plans; where the reporting was always combined (i.e., since pre-2009),it has never been reported separately so it's been treated as though there was only one contract. Has anyone had to deal with this issue before? Austin Powers, CPA, QPA, ERPA
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