5500-US: Changing plan types FAQ

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In a year that the number of participants in a benefit plan exceeds 100 participants or is reduced to below 100 participants, the type of plan changes.

To change from a large plan to a small plan, or vice versa, do the following:

  1. Proforma the client's data from the previous year.
  2. Open Screen 5500 in the General folder.
  3. Select L or S from the Type of return to calculate drop-down list, depending on the type of plan. UltraTax CS prints various schedules and issues the appropriate diagnostic messages based on this selection.

    Note: If this field is blank, UltraTax CS defaults to a small plan.

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