austin3515 Posted July 8, 2014 Posted July 8, 2014 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
austin3515 Posted July 8, 2014 Author Posted July 8, 2014 I wouldn't think so. We get everything from "TIAA-CREF." Austin Powers, CPA, QPA, ERPA
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