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Resources - IRA-Based Plans

Retirement Plans Check-Up
Three-step approach designed to help business owners properly operate their retirement plans.


Frequently Asked Questions:

 


Forms:

  • Form 1099-R, Distributions From Pensions, Annuities, Retirement or Proft-Sharing Plans, IRAs, Insurance Contracts, etc.
  • Form 5305A-SEP, Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
  • Form 5305-SEP, Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
  • Form 5304-SIMPLE, Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution
  • Form 5305-SIMPLE, Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution
  • Form 5329, Additional Taxes on Qualified (Including IRAs) and other Tax-Favored Accounts
  • Form 8880, Credit for Qualified Retirement Savings Contributions
  • Form 8881, Credit for Small Employer Pension Plan Startup Costs

 


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Page Last Reviewed or Updated: 12-Nov-2013