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