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Level 2
Jul 20, 2021 4:15 PM UTC
Solved

5500 SF Part VII

How do you select the yes box on line 13 a (Has a resolution to terminate the plan been adopted in any plan year?)

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George4Tacks
Level 15
Jul 20, 2021 6:03 PM UTC

Go to Forms > Find the box, or line and RIGHT CLICK, then select Jump To Input

Screen 13 > Compliance Questions > Plan assets that reverted to employer due to plan termination (-1 = None)

Answers are easy. Questions are hard!

3 replies

George4Tacks
Level 15
Jul 20, 2021 6:03 PM UTC

Go to Forms > Find the box, or line and RIGHT CLICK, then select Jump To Input

Screen 13 > Compliance Questions > Plan assets that reverted to employer due to plan termination (-1 = None)

Answers are easy. Questions are hard!
rgustitusAuthor
Level 2
Jul 20, 2021 6:18 PM UTC

Thank you! I didn't know that was an option. It worked!

sjrcpa
Level 15
Jul 20, 2021 6:49 PM UTC

It's a very handy Lacerte feature. It doesn't work on every field but it's always worth a try.

The more I know the more I don’t know.