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Level 1
posted Apr 10, 2025 7:03:18 AM

Solo 401k contribution via my 1099 if I also have a 401k via my w2

Hello all,

I receive a 1099-NEC as an independent contractor (self-employment) and  have been contributing to my solo 401k for a few years, last year I also got a W2 from another employer and I contributed 7.5k to my 401K at this place. 

My Question is - I have a net income of 22K with self employment. How much can I contribute as employee into my solo 401k and how much as an employer (profit sharing).

Thank you

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2 Replies
Level 15
Apr 10, 2025 5:18:33 PM

Under these circumstances, TurboTax does not support using the Maximize function for an individual 401(k).  Assuming that you are under age 50, your total elective deferrals to both plans is limited to $23,000.   That means that your elective deferral to the individual 401(k) can be no more than $15,500, which you can explicitly enter as your individual 401(k) elective deferral.  You can then use the Maximize function for a SEP-IRA contribution to calculate just the maximum employer contribution which would probably be about $4,089 for a total of $19,589 to the individual 401(k).  (The calculation for a SEP contribution is the same as for an individual 401(k) employer contribution; SEP contributions are employer contributions.)

Level 1
Apr 21, 2025 11:34:57 AM

Thank you dmertz. I appreciate the time you took to answer me.