KTB Posted April 21, 2016 Posted April 21, 2016 I have a short plan year, initial year, being 5/1/2015 - 9/30/2015 and then the first full year being 10/1/2015 - 9/30/2016. Initial short year, being in 2015, would use a 2015 form 5500? But, the first full plan year would also be in 2015 and use a 2015 plan year form. Is this possible or should I use a 2014 plan year form for my first short plan year?
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