Peter Gulia Posted April 24, 2017 Posted April 24, 2017 In making disclosures for and reporting on Form 5500's Schedule C, did anything change between the 2015 form and instructions and the 2016 form and instructions? Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Peter Gulia Posted April 25, 2017 Author Posted April 25, 2017 I'll answer my question. The "Changes to Note" on pages 1-2 of the 2016 Instructions does not mention a change in Schedule C. A quick look at the service and compensation codes suggests they remain the same. The explanation of "Bundled Service Arrangements" remains the same as in the 2015 Instructions. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
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