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Posted

We recently discovered an error in previous software that resulted in a few participants not being recognized as eligible for defined benefit plan benefits.   They were never reported on SSA or 8955-SSA.   Should we report them in this years 8955-SSA???   And is there anything else we should do?    

Posted

I'd report them on this years form. I mean technically you should probably file an amended 8955-SSA for the year they should have been reported.

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