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Keogh, SEP and SIMPLE Contribution Worksheet question

 

I am filing Form 5500EZ. I want to know the Employers part and Participants part for my Solo 401K contributions.  please tell me which line is for Employer and which line is for Employee.

 
 

Screenshot 2025-06-12 150435.png

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1 Reply
JotikaT2
Employee Tax Expert

Keogh, SEP and SIMPLE Contribution Worksheet question

The screenshot you have provided above is not Form 5500-EZ.  Please see this link for the actual form for 2024.  The form is only required when the plan has $250,000 or more in assets at the end of the year.

 

You would enter the employer contributions under Part III, line 7a.  Employee contributions would be entered under Part III, line 7b.

 

 

Please be aware, this form is not supported within TurboTax per this FAQ.

 

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