Self-Directed Solo 401k Forms

Real Estate

• Purchase: Solo 401k Real Estate Purchase Form
• Sale: Solo 401k Real Estate Sale Form

Promissory Notes

• Secured: Solo 401k Secured Note Purchase Form
• Unsecured: Solo 401k Unsecured Note Purchase Form

SAMPLE Promissory Note:  CLICK HERE

General Investment

• (e.g. LLC, LP, Corp.)
  Solo 401k General Investment Form

Investment Deposit

• Solo 401k Investment Deposit Form

Annual Solo 401k Contribution

• Solo 401k Annual Contribution Form

In-Plan Conversion Forms

• Pretax to Roth Solo 401k
• Voluntary After-Tax to Roth Solo 401k

After-Tax to Roth IRA Conversion Form

• After-Tax Solo 401k to ROTH IRA
  

Solo 401k Distribution Forms

• Pretax Solo 401k Partial Taxable Distribution
• ROTH Solo 401k Partial Distribution
• Closing Plan: Full Taxable Pretax Solo 401k Distribution
• Closing Plan: Full ROTH SOLO 401K DISTRIBUTION
• Full Transfer of Pretax Solo 401k to Pretax IRA
• CLOSING PLAN: Full Transfer of Pre-Tax Solo 401k funds to Pretax Full-Time Employer Plan
• CLOSING PLAN: Full Transfer of Roth Solo 401k to ROTH 401k Full-Time Employer Plan
• Partial Transfer of Pretax Solo 401k to Pretax IRA
• Full Transfer of Roth Solo 401k to ROTH IRA
• Partial Transfer of Roth Solo 401k to ROTH IRA
• Pretax Solo 401k to Roth IRA TAXABLE Conversion Form

Solo 401k Required Minimum Distribution Form

•  https://www.mysolo401k.net/solo-401k/required-minimum-distribution-rmd-solo-401k-distribution-form/

Solo 401k Participant Loan Document Preparation

When you are ready to proceed with the Solo 401k loan documents, please complete the questionnaire on the page linked below to prompt us to prepare the required Solo 401k participant loan documents.

• Pre Solo 401k Loan Questions

You can obtain more information regarding borrowing/taking a participant loan from a Solo 401k at: https://www.mysolo401k.net/Solo401kLoan.html

YEAR 2025 FORM 5500–EZ FIRST-TIME FILERS DUE TO THE IRS BY JULY 31, 2026

Only complete this on-line request form (https://mysolo401k.net/mycommunity/2025-form-5500-ez-first-questionnaire/)if you meet any of the 2 (two) following items:

1. You setup a solo 401k with My Solo 401k Financial in 2025 and the market value of your solo 401k including the value of your defined benefit plan if applicable was greater than $250,000 as of December 31, 2025; or
2. you setup a plan with My Solo 401k Financial prior in 2025 or in prior years and the market value of your solo 401k including the value of your defined benefit plan if applicable was greater than $250,000 as of December 31, 2025.
3. Too Late: Due to high volume, it is too late for us to file the Form 5500-ez by the regular deadline. Your Options: For First-Time Filers See the Following:   https://mysolo401k.net/mycommunity/2025-form-5500-ez-first-questionnaire/

YEAR 2025 FORM 5500–EZ REPEAT FILERS DUE TO THE IRS BY JULY 31, 2026

• Only complete this on-line request form (https://mysolo401k.net/mycommunity/2025-form-5500-ez-repeat-questionnaire/) if you previously filed a Form 5500-ez for year 2024, and need a Form 5500-ez filed for tax year 2025 by July 31, 2026.
• Too Late: Due to high volume, it is too late for us to file the Form 5500-ez by the regular deadline. Your Options: For Repeat Filers See the Following: https://mysolo401k.net/mycommunity/2025-form-5500-ez-repeat-questionnaire/

Get Added to the Year 2026 Form 5500-EZ Preparation Request

Form Due to the Government NEXT YEAR by July 31, 2027

If the market value of your solo 401k is greater than $250,000 by December 31, 2026, please see the following.

Online Form Needed for Form 5500-ez Preparation Assistance of the year 2026 Form 5500-EZ that is due NEXT YEAR by July 31, 2027 to the government:

To be added to the year 2026 Form 5500-ez preparation list due next year by July 31, 2027 you must complete the following online form request:

https://mysolo401k.net/mycommunity/2026-form-5500-ez-preparation-request/

NEED ASSISTANCE OPENING BROKERAGE ACCOUNTS FOR THE SOLO 401(k)

If you are already a client and need assistance opening the solo 401k brokerage accounts, to prompt us to assist you in opening the new brokerage accounts, please CLICK HERE, and enter the following password: Next23

How to Report Solo 401k Contributions

solo 401(k) contributions are accounted for by depositing them into the solo 401k bank or brokerage account (i.e., you are not required to complete a contribution form). You then report them on your personal and/or business tax return. See the following page to learn how to report contributions on your tax return. https://www.mysolo401k.net/how-are-solo-401k-contributions-accounted-and-reported/

CUSTOMER SERVICE QUESTIONS:

• Submit a Support ticket HERE.
• Schedule a Call: Please click here to schedule a call.