Each time you process an in-plan conversion of pretax solo 401k funds to Roth Solo 401k funds, please complete the following on-line form.
IMPORTANT NOTE: If you are converting alternative
- If each participant is converting funds, 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 ensure the correct amount is reported.
- We will issue the Form 1099-R in February 2022 to report the 2021 conversion.