Form 8822-B

Taking a poll here. Or maybe a survey. Do you prepare these for your retirement plan clients? If not, do you notify them that it is required when there's a change that would require it?

In your opinion, is this (or should it be) the job of the TPA, or the CPA, etc.?

To give you an idea of how many of these forms I have prepared I had to Google what the form did!  

Never knew about it until a couple of weeks ago when it was mentioned in a SECURE Act summary, and discussed then.  Since learning about it, we have prepared a couple.  If we don't do it no one else will.

@Dave Baker Just throwing this out there, a poll/survey feature would be really cool for threads like these

The form wasn't on my radar until now either.  

100% agree with @Bird, if we don't do it no one else will.

@RatherBeGolfing - And lo, it was so.

Please post a reply here, and see if your status (shown under your user name, at the left side of your posted reply) changes from "Registered User" to "Senior Contributor" -- I am setting up a system whereby a Registered User becomes a Senior Contributor automatically when the 1,000th post is posted. A Senior Contributor will be able to create a poll. You should see a new "tab" that appears when you click on the "Start New Topic" button which appears on almost all web pages. The default tab is for posting a new topic as before, but the other tab will enable a Senior Contributor to create a poll. (I haven't found a way to automatically promote all Registered Users who already have 1,000 or more posts, but upon making another post a Registered User is supposed to be auto-promoted.)

A person whose title is "Moderator" (regardless of the number of posts) also has this ability

Thanks Dave!

Kewl. All seems to be working. You want to set up a poll/survey?

1 hour ago, Dave Baker said:

Kewl. All seems to be working. You want to set up a poll/survey?

Just did!  I took me a while to realize that you have to fill out both the post and poll tabs rather just one, but once I realized that it was easy to do and looks great.

Thanks Dave

9 hours ago, RatherBeGolfing said:

Just did!  I took me a while to realize that you have to fill out both the post and poll tabs rather just one, but once I realized that it was easy to do and looks great.

And, I might add, is brilliant!  You have set a high bar.