- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Solo 401k - how to I claim the $500 tax credit?
Hi,
I set up a solo 401k (self-employed, no employees) with auto-enrollment option, in February 2026 and I will make contributions for 2025.
Can I claim the $500 ($1500 spreed over 3 years) auto-enrollment option tax credit for 2025, or only for 2026 and forward (2027 and 2028)? Form 8881 Part II.
Thanks
Topics:
‎February 6, 2026
11:14 AM