SEP, SARSEP and SIMPLE Plans

1,530 topics in this forum

1. SEP IRA 3-Year Eligibility Requirement

   By Claude, May 17, 2021
   • 2 replies
   • 1k views
   • 
   • CuseFan
   • May 18, 2021

2. SEP IRA and 401(k) Plan

   By Guest MTransue, April 2, 2012
   • 7 replies
   • 3.3k views
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   • Bird
   • April 3, 2012

3. SEP IRA and another IRA?

   By Spencer, May 9, 2013
   • 2 replies
   • 1.3k views
   • 
   • Spencer
   • May 10, 2013

4. SEP IRA and ownership

   By MaryM, December 10, 2015
   • 3 replies
   • 1.1k views
   • 
   • Jim Chad
   • April 14, 2016

5. SEP IRA AND REGULAR OR ROTH?

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

6. SEP IRA and ROTH

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

7. SEP IRA contribution for earnings from two calendar years

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

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

   By Guest hb95, April 3, 2013
   • 6 replies
   • 4.8k views
   • 
   • Bird
   • April 4, 2013

9. SEP IRA coverage

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

10. 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

11. SEP IRA Early Withdrawl For Health Reasons

    By Guest clarkfraser, May 9, 2006
    • 2 replies
    • 2.5k views
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    • Appleby
    • May 12, 2006

12. SEP IRA eligibility

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

13. 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

14. SEP IRA Excess Contributions

    By Guest bill280, November 21, 2014   

    • SEP IRA
    • Tax Problems
    • 9 replies
    • 3k views
    • 
    • Bird
    • December 2, 2014

15. SEP IRA missed employee contribution correction

    By JTWeave, April 24, 2020
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 25, 2020

16. SEP IRA Plan

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

17. SEP IRA Problem

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

18. SEP IRA question

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

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

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

20. SEP IRA with Multiple Businesses

    By austincpa, August 15, 2022
    • 1 reply
    • 4.4k views
    • 
    • Gary Lesser
    • October 9, 2022

21. SEP IRA with no corporation or LLC

    By Dfwguy, March 28, 2019   

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

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

    By Guest Nicholas, October 23, 2007
    • 1 reply
    • 3.2k views
    • 
    • Gary Lesser
    • November 7, 2007

23. SEP IRA--Using the integrated formula

    By Guest ButchElfers, October 23, 2003
    • 4 replies
    • 12.1k views
    • 
    • Gary Lesser
    • March 22, 2005

24. SEP IRA?

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

25. SEP IRA's

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

26. SEP IRAs and defined benefit plans

    By Guest jbc@edj, September 14, 2001
    • 8 replies
    • 2.4k views
    • 
    • Appleby
    • September 18, 2001

27. SEP Limits for 2002

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

28. SEP Noncompliance corrections

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

29. SEP Performed Service

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

30. SEP plan - calendar vs fiscal year

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

31. SEP Plan Amendments

    By amadeus229, September 18, 2015
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • February 15, 2016

32. SEP Plan Contribution 2012

    By Guest Curt Stoller, December 7, 2012
    • 1 reply
    • 1.1k views
    • 
    • Gary Lesser
    • January 3, 2013

33. SEP PLAN DOCUMENT

    By gcrechale, April 1, 2019   

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

34. 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

35. SEP Plan Sponsor Entity Changed mid-year

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

36. SEP PLans

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

37. SEP prior years Simple coming year

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

38. SEP Problem

    By Guest ohioattorney, June 28, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 28, 2013

39. SEP Prototype Provision

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

40. SEP refunds

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

41. SEP Restatements

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

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

    By FundeK, October 21, 2004
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 21, 2004

43. SEP rollover to 401k Plan

    By cpc0506, January 20, 2012
    • 10 replies
    • 6.2k views
    • 
    • ETA Consulting LLC
    • January 24, 2012

44. SEP Rollovers under EGTRRA

    By davef, July 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • July 3, 2001

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

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

46. SEP Short Plan Year

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

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

    By M Norton, March 21, 2019   

    • sep sponsor
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • March 29, 2019

48. SEP sponsored by ineligible employer

    By mariemonroe, October 22, 2018
    • 12 replies
    • 1.4k views
    • 
    • Luke Bailey
    • October 25, 2018

49. SEP Sponsored by Local Union

    By Guest SCUDDESLER, July 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Gary Lesser
    • July 22, 2004

50. SEP Tax Deduction Available to Offset Rollover IRA

    By Guest tess, December 8, 2005
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 15, 2005