I need to fill out a Schedule D to list all the subaccounts. I have 3 pages worth; however, I can't get to Page 3 as it is grayed out. I am using Datair. I have 2 page TWOs. Does anyone know how to get to Page 3?

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We are trying to sort out my uncle's estate. The company he worked for since 1967 was sold in 1999. He continued working there until his passing last November. He had a Quickbooks account he called Frozen Pension Fund and there are 23 contribution to the fund AFTER the merger with the latest in 2018 all totaling 5x the original shares. This uncle told his brother that he thought he "owned" this pension free and clear. He passed a couple of months before his retirement. A person we talked to at the pension office says the estate is not entitled to any funds. This all seems a bit weird. Was the pension frozen in 1999? How do I find out? If it was, why was he making additional contributions to it? Was he giving away his money or is the estate entitled the the post freeze assets? Am I asking ignorant questions - what should I be asking and of whom? Thanks for your help! - Brad

Can an employee who is actively contributing to a 401k Plan also contribute to a Thrift Savings Plan offered by Military at the same time?

Employer is selling its assets to a buyer in connection with a bankruptcy. Pursuant to bankruptcy order, the buyer is not assuming any COBRA obligations as part of transaction. Assume closing is on June 20, at which time most employees' employment will be terminated. Health coverage (fully insured) for these employees will end on June 30 (end of month). A few employees will be kept on post-closing to perform wind-down activities until, say, July 15, and employer wants to continue to provide health coverage for them during that roughly two-week period. After the period is up, employer intends to terminate the health plan. If the employer were to terminate its health plan on July 30, it would not have any COBRA obligation but my reading of the rules indicates that it does need to offer COBRA for the wind-down period because it is continuing to maintain a group health plan for that period. My question is how should the employer handle the COBRA premiums for that partial month period? If the monthly premium for coverage is $1,000, can/should the employer provide in the election notice that an electing employee can pay a pro-rated amount for the coverage (i.e., $500) for that short period?

I have a current 401(k) plan, there are 6 doctors that own the current practice, company A. They are acquiring a new practice, company B, the new entity will be owned 80% by company A and 20% by the new surgeon at Company B. I think they will be considered a controlled group since Company A owns at least 80% of company B and can be part of the current plan with no problems. Am I thinking correctly? (just need to amend to allow for participation and counting of prior service for company B)