I have a traditional IRA with SDIRA Services, and I want to rollover all of those funds into my Solo 401(k). The IRA company is giving me a hard time about it because they are expecting a 401(k) company to send them paperwork requesting the rollover, but in this case I'm the custodian/trustee so it's me that is sending them the paperwork. And so they feel like that doesn't seem like a proper rollover, so they want to report it as a distribution.
So what are my options? Is there a good way to convince them they have to let me rollover the funds into my Solo 401k? Or should I let them give me a check and call it a distribution, and then is it ok as long as I immediately deposit the funds into my Solo 401(k) bank account? But if I do that, I think I have to submit some kind of form to the IRS to document that?
