Resources - IRA-Based Plans |
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Retirement Plans Check-Up
Three-step approach designed to help business owners properly operate their retirement plans.
Frequently Asked Questions:
Forms:
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Form 1099-R, Distributions From Pensions, Annuities, Retirement or Proft-Sharing Plans, IRAs, Insurance Contracts, etc.
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Form 5305A-SEP, Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
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Form 5305-SEP, Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
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Form 5304-SIMPLE, Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution
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Form 5305-SIMPLE, Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution
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Form 5329, Additional Taxes on Qualified (Including IRAs) and other Tax-Favored Accounts
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Form 8880, Credit for Qualified Retirement Savings Contributions
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Form 8881, Credit for Small Employer Pension Plan Startup Costs
Publications - IRS:
- Publication 17, Your Federal Income Tax
- Publication 560, Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)
- Publication 575, Pension and Annuity Income
- Publication 590, Individual Retirement Arrangements (IRAs)
- Publication 939, General Rule for Pensions and Annuities
- Publication 3066, Have you had your check-up this year? for Retirement Plans
- Publication 3998, Choosing a Retirement Solution for Your Small Business
- Publication 4118, Lots of Benefits - Retirement Plans Life Cycle
- Publication 4333, SEP Retirement Plans for Small Businesses
- Publication 4334, SIMPLE IRA Plans for Small Businesses
- Publication 4336, SARSEP for Small Businesses
- Publication 4407, SARSEP - Key Issues and Assistance
- Publication 4587, Payroll Deduction IRAs for Small Businesses
Other Resources:
Help:
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Page Last Reviewed or Updated: April 07, 2011
