Schedule T Samples and Instructions

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I. On-line "Point-and-Click" Fedform Instructions - Schedule T, (for finding information within your 401(k) software
II. Printable Fedform Instructions - Schedule T
III. Printable IRS Instructions - Schedule T  (PDF for download from the IRS website)

 I. On-line "Point-and-Click" Instructions: Page 1 of 2

Form Schedule T: Qualified Pension Plan Coverage Information

Click on the highlighted section of the below IRS Form or Schedule to access instructions on where to find the information within your 401k software and companion materials -- or click on the Details, above, to view (or print) a text only page of 401k FedForms instructions for the IRS Form or Schedule.

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 I. On-line "Point-and-Click" Instructions: Page 2 of 2

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II. Printable Fedform Instructions- PDF Schedule T

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401k Fedforms for 2-99 Participants: 1096, 1099-R, 945, 5500, Schedule I, Schedule P, Schedule T,
401k Fedform Worksheet, End of Year Plan Assets Worksheet, Summary Annual Report

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