NJ Harrington
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Final 5500 after entire solo 401k rolled over into SEP IRA
NJ Harrington replied to NJ Harrington's topic in 401(k) Plans
Thanks. Will check the “final return” box on Part A of Form 5500 and show “zero” remaining participants on Line 5c, but how do you reflect the transfer of money to the SEP IRA? Looking specifically at lines 6a, 6b, and 6c. Or could I just include the final statement showing $0 in the 401k account, the 1099R issued, with the Account Transfer Form showing Full Transfer of All Assets in Kind? Thanks again. -
Solo 401k rolls all money in the 401k into a SEP IRA n 2019. 1099R issued, but 401k administrators does not file a Final Form 5500. Does anyone know how to correct this now?
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Solo 401k rolls all money in the 401k into a SEP IRA n 2019. 1099R issued, but 401k administrators does not file a Final Form 5500. Does anyone know how to correct this now?