File 1099R for solo 401k in plan roth conversion?
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. 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