IRA, SEP IRA, or Keogh Plan

Report the underlying assets of an Individual Retirement Account (IRA), a Simplified Employee Pension Individual Retirement Account (SEP IRA), or Keogh plan in Schedule A. 

IRA: Examples

For You and Your Spouse

Schedule A

Report each underlying asset of an IRA, SEP IRA, or Keogh plan that individually was worth more than $1,000 at the end of the reporting period or that individually produced more than $200 in income during the reporting period. You may list the financial institution at which the IRA, SEP IRA, or Keogh plan is held, but this is not required.

This guide contains specific instructions for each type of asset that you hold. For example, this guide contains instructions for mutual funds, exchange-traded funds, stocks, corporate bonds, cash deposit accounts such as certificates of deposit, and other financial instruments.

Schedule C

Do not report an IRA, SEP IRA or Keogh plan in either Schedule C, Part I or Schedule C, Part II.

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This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.