dmertz
Level 15

Retirement tax questions

I've never prepared From 5330 before, but here is my take on the instructions:  Items C, D, E, F, G refer to the employer, in this case yourself as self-employed.   For item C I would probably just say "SEP-IRA."  For item D you can repeat your name and address.  You probably don't have an EIN since none is required for a SEP plan, so I would leave item E blank if that's the case.  SEP plans are calendar-year plans, so for item F the plan year ended 12/31/2018.  For a SEP plan there is no plan number, so I would leave that blank.

 

This is not a prohibited transaction, so nothing goes on Schedule C or on Part I lines 3a/b.

 

Regarding Schedule A, in addition to what you listed you'll also have $601 on line 3.

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