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  2. What Is a Safe Harbor 401(k)? - AOL

    www.aol.com/safe-harbor-401-k-232417795.html

    A safe harbor 401(k) allows companies to bypass the nondiscrimination tests and costs related to a 401(k) or similar retirement account. What is the difference between a traditional 401(k) and a ...

  3. 401(k) - Wikipedia

    en.wikipedia.org/wiki/401(k)

    This includes making a "safe harbor" employer contribution to employees' accounts. Safe harbor contributions can take the form of a match (generally totaling 4% of pay) or a non-elective profit sharing (totaling 3% of pay). Safe harbor 401(k) contributions must be 100% vested at all times with immediate eligibility for employees.

  4. A Guide to Schedule K-1 (Form 1041) - AOL

    www.aol.com/news/guide-schedule-k-1-form...

    Schedule K-1 (Form 1041), Explained. Schedule K-1 (Form 1041) is an official IRS form that’s used to report a beneficiary’s share of income, deductions and credits from an estate or trust. It ...

  5. What is a safe harbor 401(k)? - AOL

    www.aol.com/finance/safe-harbor-401-k-202830740.html

    A safe harbor 401(k) is a retirement plan that allows a company to avoid the regulations and expenses associated with nondiscrimination tests typically required of a 401(k) or other retirement ...

  6. IRS tax forms - Wikipedia

    en.wikipedia.org/wiki/IRS_tax_forms

    As of the 2018 tax year, Form 1040, U.S. Individual Income Tax Return, is the only form used for personal (individual) federal income tax returns filed with the IRS. In prior years, it had been one of three forms (1040 [the "Long Form"], 1040A [the "Short Form"] and 1040EZ – see below for explanations of each) used for such returns.

  7. Tax returns in the United States - Wikipedia

    en.wikipedia.org/wiki/Tax_returns_in_the_United...

    Tax returns, in the more narrow sense, are reports of tax liabilities and payments, often including financial information used to compute the tax. A very common federal tax form is IRS Form 1040 . A tax return provides information so that the taxation authority can check on the taxpayer's calculations, or can determine the amount of tax owed if ...

  8. A Guide to Schedule K-1 (Form 1041) - AOL

    www.aol.com/guide-schedule-k-1-form-183054877.html

    Schedule K-1 (Form 1041) is used to report a beneficiary’s share of an estate or trust, including income as well as credits, deductions and profits. A K-1 tax form inheritance statement must be ...

  9. Internal Revenue Code section 409A - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    The code provided a way for companies to achieve a safe-harbor valuation. A safe-harbor valuation is one where the IRS must accept the valuation as valid unless the IRS can demonstrate that the valuation is "grossly unreasonable". [12] [13] The code provides three possible ways for companies to achieve a safe-harbor valuation of their common ...

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