Get the free Form 5305-SA (Rev. January 1998). SIMPLE Individual Retirement Custodial Account

Form 5305SA (Rev. January 1998) Department of the Treasury Internal Revenue Service DO NOT File With the Internal Revenue Service SIMPLE Individual Retirement Custodial Account (Under section 408(p)

How to fill out form 5305-sa rev january

How to fill out form 5305-sa rev january

1. Read the instructions provided with the form before starting to fill it out.
2. Download the Form 5305-SA Rev January from the official IRS website.
3. Gather all the required information and supporting documents needed to complete the form.
4. Start by entering your personal information, such as your name, address, and Social Security Number.
5. Follow the form's instructions to detail the type of plan being established.
6. Provide information about the plan sponsor and custodian.
7. Indicate the type of contributions that will be made to the plan.
8. Specify the effective date of the plan.
9. Describe the distribution and rollover provisions of the plan.
10. Include any additional information and attachments required by the form.
11. Review the completed form for accuracy and make any necessary corrections.
12. Submit the form to the designated IRS address.
13. Retain a copy of the completed form for your records.

Who needs form 5305-sa rev january?

1. Individuals who wish to establish a Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) IRA, using the Form 5305-SA Rev January.
2. Small employers who want to set up a SIMPLE IRA plan for their employees.

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What is form 5305-sa rev january?

Form 5305-SA Rev January is a document used for establishing a Simplified Employee Pension (SEP) plan.

Who is required to file form 5305-sa rev january?

Employers who want to establish a SEP plan for their employees are required to file Form 5305-SA Rev January.

How to fill out form 5305-sa rev january?

Form 5305-SA Rev January must be completed by providing information about the employer, plan provisions, and employee eligibility requirements.

What is the purpose of form 5305-sa rev january?

The purpose of Form 5305-SA Rev January is to establish a SEP plan, which allows employers to make contributions to a retirement account for eligible employees.

What information must be reported on form 5305-sa rev january?

Form 5305-SA Rev January requires information such as the employer's name and address, plan provisions including eligibility requirements and contribution amounts, and the signatures of the employer and trustee.