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SIMPLE IRA Contribution Remittance Form - Vanguard

SIMPLE IRA Contribution Remittance Form - Vanguard 2025

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The document is a SIMPLE IRA Contribution Remittance Form from Vanguard, used to submit initial contributions for employees' SIMPLE IRA accounts. It outlines the necessary items to include, such as completed account forms and a check for total contributions. The form requires employer and employee information, including names and Social Security numbers, and emphasizes the importance of matching the check amount with total contributions to avoid processing delays.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I transfer a SIMPLE IRA to Vanguard?

You can transfer the following types of accounts to Vanguard online: Most IRAs, including Roth, traditional, and SEP-IRAs. Individual and joint accounts. Uniform Gifts/Transfers to Minors Act (UGMA/UTMA) accounts.

What is the tax form for Vanguard IRA contributions?

There are several other forms you might receive from Vanguard. Here are the most common. Form 5498, which includes information about transactions in traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. Form 5498-ESA, which includes information about contributions to education savings accounts (ESAs).

Can I move an IRA from one brokerage to another?

Contact the financial institution holding your employer plan. Tell them you want a direct rollover from your plan to your Vanguard IRA and ask what information they need (distribution forms, Letter of Acceptance from Vanguard, etc.)

Where do I enter SIMPLE IRA contributions?

On Form W-2 for employee compensation, SIMPLE IRA contributions made by the employee are deducted from the wages, tips, and other compensation box, and box 13 retirement plan is selected.

How to roll over IRA into Vanguard?

To transfer a SIMPLE IRA from another financial institution to a Fidelity SIMPLE IRA, please complete the Fidelity Transfer of Assets Form. Please check with that institution to learn about any additional requirements it may have.

What tax form do I use for SIMPLE IRA contributions?

The IRS requires that contributions to a SIMPLE IRA be reported on the Form 5498 for the year they are actually deposited to the account, regardless of the year for which theyre made.

Can a SIMPLE IRA be transferred?

Transfers from SIMPLE IRAs You may be able to transfer money in a tax-free rollover from your SIMPLE IRA to another IRA (except a Roth IRA) or to an employer-sponsored retirement plan (such as a 401(k), 403(b), or governmental 457(b) plan).

SIMPLE IRA Contribution Remittance Form - Vanguard 2025

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