Coleboy1 Posted May 25, 2023 Posted May 25, 2023 2 Year Old plan. First year assets were less than 250K. 2nd year they were over. Hence I'm doing the 1st year filing in the plan's 2nd year. Is my beginning balance $0 or do I use the ending balance from the previous year( that was under $250K)?
Bri Posted May 26, 2023 Posted May 26, 2023 It's the actual asset value as of the beginning of the year, most likely nonzero. Lou S. 1
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