🏖️ Retirement Plans

6 Essential IRS Forms for Your Tax Filing Needs

5305-SEP
Simplified Employee Pension (SEP)
Set up a SEP retirement plan
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5500
Annual Return/Report of Employee Benefit Plan
Report information about employee benefit plans
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1099-R
Distributions From Pensions, Annuities, Retirement Plans
Report distributions from retirement accounts
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8606
Nondeductible IRAs
Report nondeductible IRA contributions
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8606
Nondeductible IRAs
Report nondeductible IRA contributions
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5498
IRA Contribution Information
Report IRA contributions and fair market value
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