Pammie57 Posted April 22, 2021 Posted April 22, 2021 I am preparing a Form 5500-SF for a 401k plan with only 47 participants. The asset platform provided information for Schdule D & C. I know I don't need to attach a Schedule C, but I am second guessing about whether I need to prepare and attach the Schedule D to the 5500-Sf. Thanks for feedback.
C. B. Zeller Posted April 22, 2021 Posted April 22, 2021 If you are filing 5500-SF you do not need to attach Schedule D. Bill Presson 1 Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
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