SEP, SARSEP and SIMPLE Plans

1,535 topics in this forum

1. SEP IRA - contribution classification

   By Guest br6k, October 12, 2014
   • 2 replies
   • 1.6k views
   • 
   • Appleby
   • October 20, 2014

2. SEP IRA - participant question

   By st3rv, January 27, 2021
   • 14 replies
   • 1.8k views
   • 
   • Mike Preston
   • January 29, 2021

3. SEP IRA - Short Plan YEar?

   By austin3515, September 10, 2014
   • 8 replies
   • 1.7k views
   • 
   • Gary Lesser
   • October 31, 2014

4. SEP IRA 3-Year Eligibility Requirement

   By Claude, May 17, 2021
   • 2 replies
   • 1.1k views
   • 
   • CuseFan
   • May 18, 2021

5. SEP IRA and 401(k) Plan

   By Guest MTransue, April 2, 2012
   • 7 replies
   • 3.4k views
   • 
   • Bird
   • April 3, 2012

6. SEP IRA and another IRA?

   By Spencer, May 9, 2013
   • 2 replies
   • 1.4k views
   • 
   • Spencer
   • May 10, 2013

7. SEP IRA and ownership

   By MaryM, December 10, 2015
   • 3 replies
   • 1.2k views
   • 
   • Jim Chad
   • April 14, 2016

8. SEP IRA AND REGULAR OR ROTH?

   By Guest JOE KOZO, April 18, 1999
   • 2 replies
   • 2.1k views
   • 
   • Kathy
   • April 20, 1999

9. SEP IRA and ROTH

   By Guest Stan Mallis, March 22, 1999
   • 1 reply
   • 2k views
   • 
   • Guest
   • March 23, 1999

10. SEP IRA contribution for earnings from two calendar years

    By Guest nirvana, August 26, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 27, 2004

11. SEP IRA contributions for owner, but not employees?

    By Guest hb95, April 3, 2013
    • 6 replies
    • 5k views
    • 
    • Bird
    • April 4, 2013

12. SEP IRA coverage

    By Lori Foresz, September 11, 2003
    • 1 reply
    • 979 views
    • 
    • Appleby
    • September 11, 2003

13. SEP IRA deductions for non-calendar year question

    By Justin, August 7, 2018   

    • sep ira
    • sep
    • 2 replies
    • 1.3k views
    • 
    • Justin
    • August 21, 2018

14. SEP IRA Early Withdrawl For Health Reasons

    By Guest clarkfraser, May 9, 2006
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • May 12, 2006

15. SEP IRA eligibility

    By Guest ButchElfers, January 5, 2006
    • 1 reply
    • 1.5k views
    • 
    • Gary Lesser
    • January 5, 2006

16. Sep IRA exception to age 70 1/2 RMD?

    By Jim Chad, September 9, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 9, 2014

17. SEP IRA Excess Contributions

    By Guest bill280, November 21, 2014   

    • SEP IRA
    • Tax Problems
    • 9 replies
    • 3.1k views
    • 
    • Bird
    • December 2, 2014

18. SEP IRA missed employee contribution correction

    By JTWeave, April 24, 2020
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • April 25, 2020

19. SEP IRA Plan

    By Guest Darcy L. Hitesman, January 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • January 8, 2002

20. SEP IRA Problem

    By Guest Stenli, December 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • December 6, 2002

21. SEP IRA question

    By Doublehill, January 3, 2020
    • 3 replies
    • 1.7k views
    • 
    • spiritrider
    • January 6, 2020

22. Sep ira rollover to ROTH IRA each yr + solo401k employee contributions allowed?

    By jjfacejj, August 14, 2015
    • 2 replies
    • 995 views
    • 
    • Bird
    • August 24, 2015

23. SEP IRA with Multiple Businesses

    By austincpa, August 15, 2022
    • 1 reply
    • 4.6k views
    • 
    • Gary Lesser
    • October 9, 2022

24. SEP IRA with no corporation or LLC

    By Dfwguy, March 28, 2019   

    • sepira simple ira 401k
    • 3 replies
    • 761 views
    • 
    • jpod
    • March 29, 2019

25. SEP IRA- June 30th Year End-Protoype vs 5305-SEP

    By Guest Nicholas, October 23, 2007
    • 1 reply
    • 3.3k views
    • 
    • Gary Lesser
    • November 7, 2007

26. SEP IRA--Using the integrated formula

    By Guest ButchElfers, October 23, 2003
    • 4 replies
    • 12.2k views
    • 
    • Gary Lesser
    • March 22, 2005

27. SEP IRA?

    By Guest sugar daddy, March 8, 2011
    • 2 replies
    • 1.1k views
    • 
    • Calavera
    • March 9, 2011

28. SEP IRA's

    By Guest American Pension Consulta, June 13, 2001
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • June 20, 2001

29. SEP IRAs and defined benefit plans

    By Guest jbc@edj, September 14, 2001
    • 8 replies
    • 2.5k views
    • 
    • Appleby
    • September 18, 2001

30. SEP Limits for 2002

    By Guest jhannifan, August 8, 2001
    • 6 replies
    • 1.9k views
    • 
    • Gary Lesser
    • August 24, 2001

31. SEP Noncompliance corrections

    By B21, February 19, 2016
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • April 19, 2016

32. SEP Performed Service

    By Guest dmays, March 14, 2002
    • 5 replies
    • 1.5k views
    • 
    • Gary Lesser
    • March 27, 2002

33. SEP plan - calendar vs fiscal year

    By Guest bmurphy, November 11, 2004
    • 2 replies
    • 1.7k views
    • 
    • Lame Duck
    • November 12, 2004

34. SEP Plan Amendments

    By amadeus229, September 18, 2015
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • February 15, 2016

35. SEP Plan Contribution 2012

    By Guest Curt Stoller, December 7, 2012
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • January 3, 2013

36. SEP PLAN DOCUMENT

    By gcrechale, April 1, 2019   

    • sep document
    • 1 reply
    • 1k views
    • 
    • Flyboyjohn
    • April 1, 2019

37. SEP Plan is ineligible because company is part of a large controlled G

    By Guest Todd Lehmann, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 21, 2001

38. SEP Plan Sponsor Entity Changed mid-year

    By MarZDoates, September 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • MarZDoates
    • September 13, 2002

39. SEP PLans

    By Guest JDGlenn, February 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Gary Lesser
    • February 24, 1999

40. SEP prior years Simple coming year

    By Guest Dale, September 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Gary Lesser
    • September 18, 1999

41. SEP Problem

    By Guest ohioattorney, June 28, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 28, 2013

42. SEP Prototype Provision

    By Gary Lesser, January 23, 2007
    • 6 replies
    • 2.9k views
    • 
    • Gary Lesser
    • October 18, 2007

43. SEP refunds

    By Lori H, June 18, 2007
    • 6 replies
    • 2.7k views
    • 
    • J Simmons
    • June 19, 2007

44. SEP Restatements

    By card, September 23, 1998
    • 1 reply
    • 2.2k views
    • 
    • Gary Lesser
    • September 29, 1998

45. SEP rollover to 401(k) - 2 year requirement?

    By FundeK, October 21, 2004
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • October 21, 2004

46. SEP rollover to 401k Plan

    By cpc0506, January 20, 2012
    • 10 replies
    • 6.3k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

47. SEP Rollovers under EGTRRA

    By davef, July 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • July 3, 2001

48. SEP Schedule C and 401k W-2 income?

    By Guest Moira, March 3, 2009
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 3, 2009

49. SEP Short Plan Year

    By Guest CJDwyer, September 4, 2002
    • 2 replies
    • 2.3k views
    • 
    • Gary Lesser
    • November 26, 2012

50. SEP sponsor changes from Sch C to sub-S corp

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 2.7k views
    • 
    • FPGuy
    • March 29, 2019