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Posted

Did anyone ever answer "No" to question 8, did the sponsor provide an individual statement?

What are the ramifications?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Posted

"Ramifications" are what caused Mary to have a little lamb.

Guess is nothing good can ever come of checking "no" to a box that IRS is looking for a "yes."

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.

Posted
Did anyone ever answer "No" to question 8, did the sponsor provide an individual statement?

What are the ramifications?

IRC 6057(e) requires that the statement be provided to terminated participants with a vested benefit.

IRC 6652(d) provides a penalty for failure to furnish statements up to $5,000 unless plan has reasonable cause for not filing the statements.

mjb

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