Topics

• Setting up a SEp
• How much to contribute
• Deducting contributions
• Salary reduction simplified employee pensions (SARSEPs)
• Distributions (withdrawals)
• Additional taxes
• Reporting and disclosure requirements

Publication

• 590 Individual Retirement Arrangements (IRAs)

Forms (and Instructions)

• W-2 Wage and Tax Statement
• 1040 U.S. Individual Income Tax Return
• 5305-SEP Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement
• 5305A-SEP Salary Reduction and Other Elective Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement

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