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SCHEDULE SSA/ATTACHMENTS


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Posted

The Schedule SSA instructions indicate that if you need more space, you can either use additional copies of the Schedule SSA, or additional sheets containing all the information on the schedule can be attached. Schedule SSA only allows for reporting 4 participants. As an example, if you are required to report 9 participants, should you attach 3 SSAs including both pages 1 and 2, or only page 1 of SSA and 3 separate page 2s?

Posted

My firm is using Hyperprep software, and in your situation, it creates 3 page 2's. I think I would go that route.

Hope this helps.

Posted

Thanks very much. It works.

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