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New Mexico Form 5305-A-SEP: What You Should Know
If the revision date is before Dec 22, 2012, you must use Form 5305-SEP. SEP 5305 and SEP 5305A (Rev. 5-2006) May 2018 SEP 5305-SEP Rev. 5-2006 is the most accurate SEP IRA application for plans established after 1996. If you are the beneficiary then you must use this for your IRA. You must check with the IRS in your particular state. SEP 5305-SEP Rev. 6-2016 is not an accurate version for IRA's used before 1996. It is used with new plan applications of 2025 or later. 5305A SEP-SAR IRA. New IRAs or old traditional IRAs that have elective deferrals and want to use a SEP-SAR IRA-only IRA as their tax-free retirement plan, this model should be used. Also, the IRS recently changed their regulations which could potentially invalidate Form 5305A-SEP and 5305A-SXD IRA's, but we are not certain at this time which version will be accepted.  6015 SEP 5304 (Rev. 6-2016) for SEP IRA-Only IRAs (SSI's) is the most accurate IRA application. 6015 SEPs are the only IRS approved plans for tax-deductible contributions to a Qualified Plans (UP) IRA when the account balance is at least 1,000 and the Plan Sponsor is the Employee (usually the employer) SEP 5304-SEP, Rev. 6-2016, is the most accurate IRA application for UP IRA-only IRAs. SEP 5304-SEP is a replacement for SEP 5304 (Rev. 5-2006) if that was your plan. If your UP IRA was established with SEP 5304, and you have made no elective deferrals, then use the 6015-SEP. You may also be interested in our 5304 IRA Comparison Chart and a summary of all the different versions of the SIMPLE IRA Click on an IRA code to access all the information for that IRA and to read the latest rule changes. (Note: The IRS will not publish the updated forms or any of the forms on the IRS website in the future. They do this work on a rolling basis.
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