Skip to main content
No. of Recommendations: 0

<<Speaking of annual reporting, I have been reading the instructions for the 5500EZ (for plan termination of my paired MP and PS plans), and it's kinda confusing. There are checkboxes for short plan year, final return and first return. How does this interact with the $100K limit? e.g. if you have had a plan in effect for the latter part of 1997 and the first half of 1998, it isn't obvious from the instructions how one fills out the 5500EZ (given that I would be rolling the assets from both plans into a SEP IRA).>>

As I recall, yours was under $100K and you didn't have to file every plan year. Thus, I would say you are just going to file a final return in 1998 showing the distribution of all assets via the IRA rollover.

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.