Posts Tagged "1099-R"

Reporting an IRA Rollover to Your Solo 401(k)

A friendly reminder to those of you who executed a rollover from your IRA to your newly-established Solo-K plan (also marketed as a Solo 401(k), Self-Directed 401(k), Self-Administered 401(k), Uni-K, One-Participant 401(k)) during the past tax year (2015).  This reminder deals with reporting to the IRS the rollover of this IRA so that they know it is not a taxable…read more →

Rollovers Into a Self-Directed 401(k) — Reporting Reminders

It really doesn’t matter whether a rollover is being made into a self-directed 401(k) vs. your traditional 401(k)…a rollover is  a rollover as it pertains to rolling over assets into the 401(k) and correctly reporting the rollover to the IRS. I have done past posts railing on some financial institutions who, in my humble opinion, do not correctly report the rollovers…read more →

IRA and 401K Rollovers — Is This a Horror Movie — Re-Visited (Part 2)

Okay, I am going to make this a quick blog to update those who have read the previous two blog posts related to IRA and 401K rollovers.  The posts in order of when they were written are:   IRA and 401K Rollovers — Is This a Horror Movie and IRA and 401K Rollovers — Is This a Horror Movie — Re-Visited. So, why…read more →

IRA and 401K Rollovers — Is This a Horror Movie — Re-Visited

In a previous blog post, I lamented the fact that many individuals incorrectly apply IRS regulations pertaining to rollovers from IRA and 401K accounts….not because they are being dishonest…but more so because the rules are, at best, somewhat lacking in clarity.  H0wever, the primary emphasis of this previous blog was not aimed at the tax owner, but rather the financial…read more →