Self-employed 401k FAQ Answered – How do I track contributions to my Solo 401k?
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Solo 401k Contributions FAQ: How do I track contributions to the solo 401k plan?
RESPONSE:
The solo 401k holding accounts (the bank/brokerage accounts) serve to track the contributions in addition to reporting them on your personal and/or business tax return.
While contributions are not required to be reported by the plan, the following form is available for convenience to help facilitate tracking by the solo 401k owner:
Annual Solo 401k Contribution
