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Printable Form 5500 - Schedule H Charlotte North Carolina: What You Should Know

S (Statement). (2). Y R (Statement Regarding Retirement Plan Assets) d Other Documents and Materials. b. This schedule should be filed in conjunction with the plan's 1099-B, 1099-C, 1099-R, or 1099-MISC. c. This schedule should be filed with any 1099-B, 1099-C, or 1099-R not required for a plan year if your tax period includes the first four months of the year. d. This schedule should be filed with any 1099-R or 1099-MISC not required for a period in which the taxable year consists of only four months. e. When filing a consolidated return, do not include this schedule with the plan information. g. To be properly filed, the list of the plan's assets shown on line 1 of Form 5500, Schedule H, Part V, “Schedule of assets (acquired and disposed of within the plan year)” must be completed in order, starting with the last asset to the right of line 1. h. An “enter date” means that the assets are acquired or disposed of within the six-month period prior to the year of the return being filed. i. For a plan year ending 30 days or more after the “enter date,” the “enter date” is the close of the plan year being reviewed. If the “enter date” is the date the tax return was filed in question, the entire year should be reviewed. j. For a plan year ending 30 days or more after the “enter date,” the “enter date” is the first day of the next plan year for which the tax return must be filed. If the “enter date” is the 12th day of the year, the year is reviewed as an entire year. k. For a plan year ending 35 days or more after the “enter date,” the “enter date” is the 15th day of the next plan year for which the tax return must be filed. If the “enter date” is the 23rd day of the year, the year is reviewed as a period of three tax years. l. For a plan year ending 35 days or more after the “enter date,” the “enter date” are the 10th and 17th days of the next plan year for which the tax return must be filed.

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