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Author: Ed Snyder

  • Update

2009 filings, Roth conversions, and IRS survey

Posted on May 9, 2010April 3, 2020by Ed Snyder

1)    2009 plan year tax return filings – update You may recall that plan tax return filings (Form 5500 series) must be filed electronically, starting with the 2009 plan year – for calendar year plans, those are the returns that are due this July 31.  As noted before, this will involve you, the plan […]

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