Tag Archives: rollover IRA

Form 1040 Return-Reporting IRA, SEP and SIMPLE Direct-Rollover or Rollover to: Solo 401k | Self-Directed Solo 401k | Solo K | Individual 401k

After confirming that your SEP, SIMPLE or Traditional IRA direct-rollover or rollover to your new Solo 401k or Self-Directed Solo 401k has been properly reported on form 1099-R by the releasing financial institution, the next step is to report the direct rollover/rollover deposit to IRS on your form 1040A or 1040 tax return. Note that […]

MENU