ForumsMega Backdoor Roth Solo 401kTax Reporting After-tax Solo 401k to Roth 401k or Roth IRA

Forums Solo 401k Mega Backdoor Roth Solo 401k Tax Reporting After-tax Solo 401k to Roth 401k or Roth IRA

  • Tax Reporting After-tax Solo 401k to Roth 401k or Roth IRA

    1 Reply
  • Dan D.

    Top SubjectSolo 401k,Solo 401k Contributions
    Top ForumsSolo 401k, Solo 401k Contributions

    Dan D.

    Dan D.

    Top SubjectSolo 401k,Solo 401k Contributions

    June 7, 2022 at 3:59 am

    In terms of tax reporting, which process is easier: Converting Solo 401k After Tax to Roth IRA or converting to a Solo Roth 401k? Thank you.

    Dan D.
  • George Blower

    Top SubjectSolo 401k,Solo 401k Contributions
    Top ForumsSolo 401k, Solo 401k Contributions

    George Blower

    George Blower

    Top SubjectSolo 401k,Solo 401k Contributions

    June 7, 2022 at 4:01 am

    Thank you for posting the good question!

    Both are equally easy and in both cases, we handle the required 1099-R for our Solo 401k clients as part of our service.

    Our clients simply need to submit the applicable online form to provide us the infromation needed to prepare the 1099-R.

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