5500-US: Viewing contents and summaries of tax elections (FAQ)

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Question

How do I view the contents and summaries of all tax elections in UltraTax/5500?

Answer

To view the complete contents of tax elections, see Viewing the contents of tax elections.

The following is a summary of each tax election.

No. Description Paragraph summary
1 Retroactive Amendment IRC Section 412(c)(8) election concerning a retroactive amendment to the plan.
2 Notice - Terminated Accountant Notice of explanation concerning the termination of an accountant for the plan.
3 Notice - Terminated Actuary Notice of explanation concerning the termination of an actuary for the plan.

Related topic: 5500 frequently asked questions

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