1-B-2 - Schedule SB - Form and Attachments
Speakers at this session review the Schedule SB, paying particular attention to changes to the schedule to accommodate recent regulatory and legislative changes. There is also a review of the many attachments that are required, including those that must be provided for all plans and those that are only required for certain types of plans or plans that have made special elections.
Mr John Bravo
Mr. Baron A. James
Mr. Gregory K. Davis
Internal Revenue Service