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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Form 5500
Form 5500
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Jillybean
Level 1
07-23-2020
09:46 AM
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I am filing a Form 5500. There are only 2 participants in the plan. Both participants are 100% vested and I have that indicated on each of the participants statement of account. However, on the "Summary Annual Report for the Plan" it states "A total of 2 persons were participants in or beneficiaries of the plan at the end of the plan year, although not all of these persons had yet earned the right to receive benefits." ---THIS IS NOT CORRECT BUT I CANNOT FIGURE OUT HOW TO CORRECT THAT STATEMENT. Any one know how to fix???
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sjrcpa
Level 15
07-23-2020
09:50 AM
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That's the standard language for the SAR. Technically you can edit it but its very clunky. I do my SARs in Word.
The more I know, the more I don't know.
Bill 87
Level 1
10-12-2020
06:36 PM
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How do I edit the SAR? Specifically, the input from screens 8 & 21re life insurance is not flowing to the SAR.
