Tax filing and reporting required of Solo 401K
What are the annual tax forms required to file for Solo 401K? It is not mentioned in your article about the 6 best Solo 401k providers,
Hi P Dukes,
Thank you for your inquiry. Solo 401k contributions are tax-deductible so they’d just go on normal tax forms. Under certain circumstances, a solo 401k account holder may have to file form 5500 (not a tax form, but still IRS). To learn more about Form 5500, check out our article IRS Form 5500 Instructions [+ Free Checklist]
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