Small Business Retirement Savings Advisor
IRS Reporting Forms for Retirement Savings Programs
Links to the IRS reporting forms for retirement savings programs are listed below.
These forms are provided in pdf format. To view and print the pdf forms, you must have Adobe Acrobat Reader, which is free. If you do not have Adobe Acrobat already installed on your computer, please click on the icon to install it now.
Payroll Deduction IRA:
No employer tax filing required
SEP-IRA (suggested form):
Safe Harbor 401(k):
Automatic Enrollment Safe Harbor 401(k):
Please contact a tax/legal advisor or the IRS for more information. After viewing a form, use the Back button to return to the Advisor.