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You will no longer receive reminders to file your 1099-R

See below for more information if you generated your own 1099-R filing or are working with your CPA.

If you have generated your own 1099-R, remember to: 

  • Send a copy to the IRS if applicable
  • File a copy with your state or local government as required

You are also responsible for filing the form with your income tax return and getting a copy to the IRS, if applicable.

Please note calculating tax withholding for applicable federal/state/local income taxes is solely the responsibility of the Solo 401k trustee (you).

For more information on 1099-R filing please visit the articles below: