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

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.


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


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

Share This