Looking for a Puerto Rico Department Of Treasury Forms And Templates? Download it for free!

Schedule F Incentives

Rev. 06.12

20__

DEDUCTION FOR CONTRIBUTIONS TO PENSION

OR OTHER QUALIFIED PLANS

Taxable year beginning on ____________, _____ and ending on ___________, _______

Complete one Schedule for each plan to which a contribution was made that is claimed as a deduction under Section 1133.09 of the Code.

Taxpayer’s Name

Employer Identification Number

Plan’s Name

Type of Plan:

Defined Benefit

Defined Contributions:

Profit Sharing

Money Purchase

Stock Bonus

Employee Stock Ownership

Cash or Deferred Arrangement

Effective Date: Day _____ Month ________ Year _____

Qualification Date: Day _____ Month ________ Year _____

Trust’s Name

Trust’s Employer Identification Number

Total Contributions Made

QUESTIONNAIRE

Part I

Plan’s General Information

P a r t e

Yes

1. Was the plan amended during the year?.......................................................................................................................................

(1)

Indicate the dates in which the amendments were made:

Day _____ Month ________ Year _____

Parte I

2. Were the amendments notified to the Department? .....................................................................................................................

(2)

3. Were the plan’s contributions frozen during the year? ……………………………………………………………................…………

(3)