Nabers Group

Attorney Resources List

Learn who files and submits the 1099-R for Roth conversions and RMDs.

Who generates the 1099-R filing?

Solo 401k Maintenance

5500-EZ Plan characteristics for your CPA

How to fill out a 5500-EZ

When is the 5500-EZ due?

I just set up the Solo 401k. When do I have to file form 5500-EZ?

Where and when do I file form 5500-EZ for the Solo 401k?

IRS form 5500-EZ

Check out the helpful guide for filing help for the 1099- R, which is used to document funds leaving your Solo 401k plan.

How to File IRS Form 1099-R

Every time you take a required minimum distribution (RMD) from your Solo 401k, you need to file IRS form 1099-R

1099-R and Required Minimum Distributions (RMD)

1099-R Filing

How to notify the IRS of a new address

Moving funds from your 401k bank account to your 401k brokerage account is not a taxable event!

Do I pay taxes when I move money inside a Solo 401k?

Learn how to change the name of your Solo 401k trust with the IRS

How do I Change the name of my trust?

What tax reporting is necessary for the LLC that was created as my adopting employer for my Solo 401k?

Can I have an interest-bearing checking account for my Solo 401k funds?

Document Maintenance

Ready to move funds out of your Solo 401k plan? Follow the helpful guide on rolling funds out of your trust.

How to Distribute Funds Out of a Solo 401k

How do I take required minimum distributions (RMDs) from the Solo 401k?

Does the Roth Solo 401k have Required Minimum Distributions (RMDs)?

Are there Required Minimum Distributions (RMDs) for the Solo 401k?

How do I take the RMD if my funds are in real estate?

Can I take a distribution? Will I owe taxes?

How do I Calculate my RMD for my Solo 401k?

Learn how the Coronavirus pandemic has affected Solo 401k loans (both amount and repayment period)

Coronavirus-Related Loan Provisions

Distributions

Terms

Privacy

Solo 401k login

Community

Find answers and get help from Intercom Support and Community Experts

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