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Posted by Steve Pope on April 14, 2006, 4:04 am
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What circumstances require filing Schedule P? I have
a qualified retirement plan, and this is the first year
for which I am required to file Schedule 5500 (5500 EZ
actually), due to assets growing to over $100,000.
Is it necessary that I get a Schedule P from the custodian,
or is this only required under some circumstances and
not others?
Thanks,
Steve
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