Pretax to Roth Solo 401k In-Plan Conversion Form

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.

  • 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.

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