IRA Rules and IRA Tax

IRA Rules and IRA Tax
These links will take you directly to the IRS for IRA info

http://irstax-relief.org/?gclid=CPX99N-b7qoCFUQbQgodJWzVOQ

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