Jump to content

Recommended Posts

Posted

Their Schedule A indicates that all of the money other than the TIAA Traditional Account is in pooled separate accounts. Yet on their Schedule D report, they include ONLY the TIAA Real Estate Account. Has anyone ever looking into why that is? I assume that we should be doing it more like Hancock does - listing each fund with "000" as the plan number.

I don't really care, I will continue to exclude them based on TIAA's Schedule D report (let TIAA defend it if it ever gets questioned) but was wondering if anyone had ever looked into this.

Austin Powers, CPA, QPA, ERPA

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use