Nabers Group

Read along to learn when the 1099-R might be applicable to your Solo 401k plan

1099-R and the Solo 401k

Follow the steps in this article and work with your CPA to roll funds out of your Solo 401k.

If you roll funds out of your Solo 401k and into an IRA or another 401k plan, you'll need to file IRS form 1099-R

Your RMDs may be waived if you are a Coronavirus qualified participant

Mechanics of the Coronavirus-Related Distribution and withdrawing funds from your Solo 401k due to the CARES Act

The situation is constantly evolving. We are in contact with the IRS, DOL and SBA. Here are some answers based on the information we have.

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