Tax, SDIRAs & Cost Segregation
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by
1031 Exchanges
presented by
Real Estate Classifieds
Reviews & Feedback
Updated almost 9 years ago,
Solo 401k Roth Conversion
Hello! I have a solo 401k and I have converted some of the traditional funds to Roth funds. The plan allows for it and I have all of that documentation, but what document is provided to the CPA so that the conversion can be reported to the IRS?