After-Tax Solo 401k to Roth IRA Conversion Form

Each time you process  a conversion of AFTER-TAX solo 401k funds to Roth IRA, please complete the following on-line form.

  • If each participant is converting funds after-tax funds to a Roth IRA, please submit a separate on-line conversion form for each participant.
  • It is best to submit this on-line conversion form once you have converted/moved the funds to the ROTH IRA to ensure all gains are accounted for.
  • We will issue the Form 1099-R in February 2022 to report the conversion to the Roth IRA.

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