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Concerning SEP-IRA payments by a fiscal year corporation for

 
jrgcpa's Avatar
  • Answered by:jrgcpa
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Concerning SEP-IRA payments by a fiscal year corporation for it's owner/employees: I know that the SEP-IRA contribution amounts are based on the employee's W-2 income Calendar year). But the corporation deducts it on it's fiscal year tax return. Therefore, it seems to me that a fiscal year corporation could deduct 2 years' worth of SEP contributions on one fiscal year return. One payment in January for the prior year's W-2 amount. And then again in June (a 6/30 year end corp), for the current calendar year, as long as the W-2 income at year-end is enough for the SEP contribution. Is that correct?

 

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State/Country relating to question: California

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IRS publication,& several reference books.

Submitted: 370 days and 20 hours ago.
Category: Tax
Value: $32
Status: CLOSED

Accepted Answer

Expert:  jrgcpa replied370 days and 20 hours ago.


jrgcpa :

Hello, I will try to answer your question. SEP contributions are make by the company and the limits are based upon the compensation paid by the corporation during its fiscal year. So I am afraid that your assumption that the amount on a calendar year based W-2 drives the SEP contribution is not correct.

Expert TypeCertified Public Accountant (CPA)
Category: Tax
Pos. Feedback: 100.0 %
Accepts: 8
Answered: 5/16/2012

Experience: Over 30 years as a practicing CPA

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