Retirement Plans Simplified Employee Pension (SEP)

Topic Index

Web Links

IRS.gov Web Site


Publications

Related Publications

Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

Publication 3998 Choosing a Retirement Solution for Your Small Business

Publication 4286 Simplified Employee Pension Plan (SARSEP) Checklist

Publication 4333 SEP Retirement Plans for Small Businesses

Publication 4336 Salary Reduction Simplified Employee Pension (SARSEP) Brochure

Publication 4407 Salary Reduction Simplified Employee Pension (SARSEP)

Links Inside Publications

Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Simplified Employee Pension (SEP)

Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Simplified Employee Pension (SEP)

Publication 590 - Individual Retirement Arrangements (IRAs) - How Can a Traditional IRA Be Opened?


Forms and Instructions

Relevant Forms

2013 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2013 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2013 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)
2012 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc.

Form 5305-A-SEP Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement

Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement

Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)

Form 6088 Distributable Benefits From Employee Pension Benefit Plans

Frequently Asked Questions

FAQ - Individual Retirement Arrangements (IRAs)