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

Publications - IRS:


Other Resources:

 

 


Help: