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Printable Form 5304-SIMPLE San Jose California: What You Should Know

If you would like to set up a SIMPLE IRA for your employee only, and you have not made the plan available to employees who work for you, you may continue to use Form 5304-SIMPLE (Single Employee). If you have set up an SIMPLE IRA for yourself, your tax return for the first tax year or part of a tax year will be adjusted based on the number of employees who participate in your SIMPLE IRA (if you are a corporation, you have to take into account the number of employees you have). You may set up a SIMPLE IRA for your employee only, if you have not made your SIMPLE IRA available to employees who work for you. You will be required to include an optional Form 5304-SIMPLE with your first Form 1040 as a backup filing. It will allow you to add SIMPLE IRA contribution limit of 5,500 in year 1 and 5,000 in year 2 or 3 (or both) if the employee has met the plan's contribution limit. If you are a small business owner, you may have tax consequences as long as you make the SIMPLE IRA plan available for employees of your business.  Please contact Dunham Funds to set up a SIMPLE IRA Plan with your employees! For further information, email hellodunhamfunds.com. Please read the terms and conditions. If you do not know where to start, here are some suggested resources: You can obtain this PDF from our website: And from your online account. If you would like additional help, please have a look at these pages: Thank you for your help. Please review our website and contact me for more information.

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