Form 1099R

We will report the direct rollover on Form 1099R. A 1099-R is a required document that must be completed and sent to the IRS for all distributions, including direct rollovers to a ROTH IRA  from a Roth Solo 401k plan. The 1099-R will be issued in February 2025, with a copy sent to you for filing with your taxes. IMPORTANT:  The direct rollover is not taxable only reportable if the funds are transferred to a ROTH IRA.

Form 5500ez
By July of 2025: Will will issue a final Form 5500ez to formally report the closure of the plan to the IRS.