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- How should the contributions reported in the "Account Inception-to-Date EE Contributions" and "Account Inception-to-Date 15 Years 15 Year Catch-Up Contributions" in Part KK, Section B be reported, gross or net (of any related charges, fees or or subsequent withdrawal amounts)?
- Should Distribution Amounts that are reported under the Best Practices appear as negative or positive numbers?
- The examples provided on The Spark Institute website for reporting the "Maximum Loan Amount Eligible" utlize 50% of the total cash value to arrive at this amount. Why doesn't the calcualtion also consider the $50,000 limit so that the maximum amount is either 50% of the total cash value or $50,000, whichever is less?
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