ktyler
Nov 1 2005, 05:59 PM
How do you calculate gain on excess annual additions? Is it only for the plan year for which the excess amount was contributed, or does gap gain also apply?
Blinky the 3-eyed Fish
Nov 2 2005, 11:26 AM
There are no set rules to my knowledge, only to do something reasonable. I have always just applied the same safe harbor rules that apply to excess contributions figuring those can't be considered unreasonable.