Where to find the feature codes for Pension and Welfare benefits?
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Last modified 5/25/2020 9:11:22 AM EST
The feature codes describe the characteristics of the plan being reported. While filing Form 5500, you can find these applicable codes under the List of Plan Characteristics Codes section in the instruction provided. You can also refer to the IRS instructions for the codes.
To find codes while filing in TaxBandits,
- Log in to your account.
- Under 5500, click START NEW FORM 5500.
- Click the Instructions tab for the feature codes.