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5500 SF Part VII

rgustitus
Level 1

How do you select the yes box on line 13 a (Has a resolution to terminate the plan been adopted in any plan year?)

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George4Tacks
Level 15

Go to Forms > Find the box, or line and RIGHT CLICK, then select Jump To Input

Screen 13 > Compliance Questions > Plan assets that reverted to employer due to plan termination (-1 = None)


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3 Replies 3
George4Tacks
Level 15

Go to Forms > Find the box, or line and RIGHT CLICK, then select Jump To Input

Screen 13 > Compliance Questions > Plan assets that reverted to employer due to plan termination (-1 = None)


ex-AllStar

View solution in original post

rgustitus
Level 1

Thank you! I didn't know that was an option. It worked!

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sjrcpa
Level 15

It's a very handy Lacerte feature. It doesn't work on every field but it's always worth a try.


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