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Form 5305-SIMPLE ND: What You Should Know
The latest revision date is indicated by the first three numbers of the first row in the bottom section of the Form 5305-SEP. Example. . . 3/31/13 is the latest publication date shown by the following column in the Form 5305-SEP: The latest revision date by the second-last number of the first row of the Form 5305-SEP is: 3/31/13 or 3/30/14. 5305 A SEP has the Form 5305A as the plan document; therefore, the SEP is a SAR SEP and all elective deferrals must be made, at your option, in a Traditional IRA. Sep 14, 2023 — SAR SEP — Example 1 Q) How do I find the latest publication date for the Form 5305-SEP? A) For Form 5305-SEP (Rev. 12-2004), check the form. If it is a Form 5305A-SEP, then use the information from the following Form 5305A-SEP instructions: Form 5305A-SEP (Rev. 12-2004) You can find out the latest publication date by looking up the last 3 numbers of the final row on page 4 of the current publication date on the form. If you cannot find the fourth-number (4) then the published date is on the fifth-number (5). 3/31/12, is the latest publication date provided on page 4 of the form. 3/31/12, is the latest publication date provided by you to the IRS. Sep 15, 2023 — SAR SEP — Example2 Q) I am enrolled in a SAR SEP, so let's say I am eligible for an annual elective deferral amount of 15,000 from my SEP. I decided to defer all amounts up to the annual deferral of 15,000. Now, I am enrolled in Model SEP IRA, and I would like to enroll in a traditional IRA.
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