5500 instructions 2016

 

 

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Line 11. If "Yes" is checked, attach a completed and signed Schedule SB (Form 5500), and complete line 11a. See the instructions for the Schedule SB in the Instructions for Form 5500. If this is a defined contribution pension plan, leave blank. Line 11a. Enter the amount from line 40 of Schedule SB (Form 5500). See the Form 5500 instructions for Limited Pension Plan Reporting for more information. Check the Schedule R box on the Form 5500 (Part II, line 10a(1)) if a Schedule R is attached to the Form 5500. Specific Instructions Lines A, B, C, and D. This information must be the same as reported in Part II of the Form 5500 to which this Schedule R is The draft reflects two changes from the 2015 Form 5500-EZ instructions: 1. The IRS has decided not to require plan sponsors to enter the preparer's information at the bottom of the second page of Form 5500-EZ for the 2016 plan year and plan sponsors should skip these questions when completing the form. 2. General Instructions to Form 5500-SF -23-452300: Information Leasing Transportation and Warehousing: Forms 5500, 5500-SF, and 5500-EZ Codes for Principal Business Activity(continued) Code. 424700 Petroleum & Petroleum Products 424800 Beer, Wine, & Distilled Alcoholic Beverages 424910 Farm Supplies Instructions for Schedule G (Form 5500) -31- 2016 Instructions for Schedule G (Form 5500) Financial Transaction Schedules General Instructions Who Must File Schedule G (Form 5500) must be attached to a Form 5500 filed for a large plan, MTIA, 103-12 IE, or GIA to report loans or fixed income obligations in default or determined to be

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