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Form 5558 for Portland Oregon: What You Should Know

If plan is a 401(k) or 403(b) plan the name of the plan should appear at the beginning of Part II of Form 5558. In certain cases such as a single account 401(k), the name of the plan to the end of the second page of Form 5558. 1b Plan number. The plan number should appear on the first page of Part II of Form 5558. The name of the plan must agree with the plan number. 1c Principal account. The principal account should contain the account name, account amount, and the statement indicating the number of participants, if any. The plan may provide more detailed coverage information at its discretion. If this information is not given on the plan, the account name and number should agree with the name and number given by the plan. 2a Principal investment account. The primary investment account should contain the account name, account amount, and the statement indicating the account number of the primary investment and any changes to the account over time. The plan may provide more detailed coverage information at its discretion. If this information is not given on the plan, the account name and number should agree with the name and number given by the plan. 2b Primary investment. A designated investment, if any, should be listed in Part II of Form 5558. In certain cases such as a single account (or joint) 401(k), the designated investment information to the end of the second page of Form 5558. 2c Beneficiary. A beneficiary should be listed on the first page of Part II of Form 5558. 2d Total investments. The total investments of the plan and the beneficiary. This is the sum of all contributions, benefits, and charges, including any investment taxes. 3a Principal investment. All investments should be listed in this section. Each item in the list must be entered in block capitals or lower case letters. 3b Total investments. The combined value of all investments. 4a Principal income and deduction statements. In this section the beneficiary of the plan should be listed in the first column and a report of contributions should be found in the next column. If the beneficiary is deceased, the account should be linked to the deceased beneficiary's Social Security number. If the account is a single account plan, the account's name and address should agree with the name and address given on Form 1099-DIV for the plan year.

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