SEP, SARSEP and SIMPLE Plans

1,494 topics in this forum

1. SIMPLE 401(k) Plan Contributions for Self-Employed

   By Guest Emiliano, September 27, 2000
   • 4 replies
   • 1.7k views
   • 
   • Gary Lesser
   • October 3, 2000

2. What is the proper distribution code to use on Form 1099R for an early

   By Guest Kathleen Fouquet, January 26, 2001
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • February 12, 2001

3. In what tax year must attorney begin contributions for employee?

   By Guest fmcurley, October 27, 2000
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • October 30, 2000

4. Do affiliated service groups rules of 414(m) apply to a corporate dire

   By preErisa, November 20, 2000
   • 4 replies
   • 2.5k views
   • 
   • Gary Lesser
   • May 17, 2005

5. Mistaken Salary Deferrals to a SEP

   By Christine Roberts, December 11, 2000
   • 4 replies
   • 1.5k views
   • 
   • Gary Lesser
   • January 3, 2001

6. SIMPLE IRA Contributions

   By Guest RPSS, June 6, 2001
   • 4 replies
   • 2k views
   • 
   • Gary Lesser
   • July 26, 2001

7. Transfer of SEP $ into SIMPLE IRA?

   By Cathy from Chicago, September 30, 2001
   • 4 replies
   • 1.6k views
   • 
   • Appleby
   • October 1, 2001

8. Removal of excess contributions with negative earnings

   By Guest bmurphy, December 27, 2001
   • 4 replies
   • 3.1k views
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   • Gary Lesser
   • January 8, 2002

9. sar sepp sponsor changes to s-corp.

   By Guest De Nollid, January 26, 2002
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • February 13, 2002

10. SIMPLE IRAs - eligible employees

    By Guest JPCMPLS, April 8, 2002
    • 4 replies
    • 1.3k views
    • 
    • Gary Lesser
    • April 26, 2002

11. any loopholes to the "SIMPLE plan is the only plan" rule?

    By MR, April 23, 2002
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • April 28, 2002

12. 3 Qs for IRS - Rev October 9

    By Gary Lesser, June 14, 2002
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • October 10, 2002

13. S-Corp K-1 Income no W-2 wages

    By Guest jpetrancosta, July 1, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 1, 2002

14. Can a sole propritor with 2 separate schedule C businesses have a SEP

    By Guest Chris Compton, October 10, 2002
    • 4 replies
    • 6.7k views
    • 
    • Gary Lesser
    • October 10, 2002

15. FICA Withholdings on SAR-SEP Contributions

    By Guest Denise S. Prince, November 21, 2002
    • 4 replies
    • 2.7k views
    • 
    • jpod
    • November 22, 2002

16. Surviving Spouse Benefits under SEPs

    By Scott, December 2, 2002
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • December 3, 2002

17. SIMPLE IRA Plan for 2002, adopted in late December?

    By Guest tracyzimmer, December 30, 2002
    • 4 replies
    • 1.4k views
    • 
    • Gary Lesser
    • January 2, 2003

18. SIMPLE to 401k

    By Guest Bob Monte, January 9, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • January 14, 2003

19. SARSEP and Profit Sharing Plan

    By FJR, January 9, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 2003

20. SIMPLE IRA deferrals - are they employee assets or employer's?

    By Guest amfam2, February 10, 2003
    • 4 replies
    • 1.1k views
    • 
    • Gary Lesser
    • March 4, 2003

21. SIMPLE and late deferrals

    By BFree, April 9, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • April 10, 2003

22. Correction of SIMPLE IRA ee deferral

    By Guest amfam2, August 7, 2003
    • 4 replies
    • 1.8k views
    • 
    • Gary Lesser
    • March 18, 2004

23. SEP IRA--Using the integrated formula

    By Guest ButchElfers, October 23, 2003
    • 4 replies
    • 10.3k views
    • 
    • Gary Lesser
    • March 22, 2005

24. Is compensation based only on the calendar year in the case of a fiscal year SEP Plan?

    By katieinny, December 11, 2003
    • 4 replies
    • 1.4k views
    • 
    • Gary Lesser
    • December 18, 2003

25. Individual SEP IRA's for for LLC Partners

    By Guest smiceli, December 12, 2003
    • 4 replies
    • 11.9k views
    • 
    • panther
    • June 1, 2016