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Solo 401k Maintenance
Solo 401k Maintenance
Reporting requirements, and paperwork
21 articles in this collection
Written by
Rachel Nabers
and
Jeff Nabers
Attorney Resources List
Written by
Rachel Nabers
Updated over a week ago
Who generates the 1099-R filing?
Learn who files and submits the 1099-R for Roth conversions and RMDs.
Written by
Jeff Nabers
Updated over a week ago
IRS form 5500-EZ
5500-EZ Plan characteristics for your CPA
Written by
Jeff Nabers
Updated over a week ago
How to fill out a 5500-EZ
Written by
Jeff Nabers
Updated over a week ago
When is the 5500-EZ due?
Written by
Jeff Nabers
Updated over a week ago
I just set up the Solo 401k. When do I have to file form 5500-EZ?
Written by
Jeff Nabers
Updated over a week ago
Where and when do I file form 5500-EZ for the Solo 401k?
Written by
Jeff Nabers
Updated over a week ago
1099-R Filing
How to File IRS Form 1099-R
Check out the helpful guide for filing help for the 1099- R, which is used to document funds leaving your Solo 401k plan.
Written by
Rachel Nabers
Updated over a week ago
1099-R and Required Minimum Distributions (RMD)
Every time you take a required minimum distribution (RMD) from your Solo 401k, you need to file IRS form 1099-R
Written by
Rachel Nabers
Updated over a week ago
Document Maintenance
How to notify the IRS of a new address
Written by
Rachel Nabers
Updated over a week ago
Do I pay taxes when I move money inside a Solo 401k?
Moving funds from your 401k bank account to your 401k brokerage account is not a taxable event!
Written by
Rachel Nabers
Updated over a week ago
How do I Change the name of my trust?
Learn how to change the name of your Solo 401k trust with the IRS
Written by
Rachel Nabers
Updated over a week ago
What tax reporting is necessary for the LLC that was created as my adopting employer for my Solo 401k?
Written by
Jeff Nabers
Updated over a week ago
What do I do if the bank sends me a 1099-INT?
Written by
Jeff Nabers
Updated over a week ago
Distributions
How to Distribute Funds OUT of a Solo 401k
Ready to move funds out of your Solo 401k plan? Follow the helpful guide on rolling funds out of your trust.
Written by
Rachel Nabers
Updated over a week ago
How do I take required minimum distributions (RMDs) from the Solo 401k?
Written by
Jeff Nabers
Updated over a week ago
Does the Roth Solo 401k have Required Minimum Distributions (RMDs)?
Written by
Rachel Nabers
Updated over a week ago
How do I take the RMD if my funds are in real estate?
Written by
Jeff Nabers
Updated over a week ago
Can I take a distribution? Will I owe taxes?
Written by
Jeff Nabers
Updated over a week ago
How do I Calculate my RMD for my Solo 401k?
Written by
Jeff Nabers
Updated over a week ago
Coronavirus-Related Loan Provisions
Learn how the Coronavirus pandemic has affected Solo 401k loans (both amount and repayment period)
Written by
Rachel Nabers
Updated over a week ago