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Tax, SDIRAs & Cost Segregation

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Sophie Wang
  • Investor
  • Denver, CO
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22
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File 1099R for solo 401k in plan roth conversion?

Sophie Wang
  • Investor
  • Denver, CO
Posted Jan 6 2021, 16:38

Hey guys,


I just opened a solo 401k last year and did an in-plan Roth conversion. I am trying to file a 1099R using tax1099.com for the roth conversion and have a couple questions.

  1. 1. Should the payer be my Company or my Solo k Trust or the Trustee ( which is my personal name or the bank where the account is held?
    2. Should the recipient's name be my personal name or the solo k plan trust name?

Thanks for your advice!

Sophie

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