gamjatang
New Member

reporting solo 401k contribution

Hi. My CPA told me that he encountered an error when filing my Solo 401(k) contributions on my tax return. We planned to report $26,000 in voluntary after‑tax contributions and $8,000 in employer Roth contributions, but the $8,000 employer contribution wasn’t reported in Box 5b of Form 1040 due to the error. 

 

I’ve attached a screenshot of our initial report and form 1099R. Does anyone see what might have caused the error? Thanks for your help!

Screenshot 2025-04-23 at 11.13.10 AM.pngScreenshot 2025-04-23 at 11.11.57 AM.png