Submitted by [deleted] t3_z7ez55 in personalfinance
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Submitted by [deleted] t3_z7ez55 in personalfinance
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Isn’t it too late, even with extensions (Sept 15)?
Yea it is too late for 2021. But not too late for 2022!
For 2022, they can defer employee as well!
I do a year end lump sum solo 401k contribution every year. I'm a S Corp and my Solo 401k is with Fidelity.
I'll max it out with the 19,500, now 20,500 a year in a paycheck but you'll have to pay more like 25,000 or whatever to account for some taxes to get the full 20,500 contribution limit.
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Yes, I just switch the contribution amount to 100pct to the deferred retirement plan part in my payroll processor for that pay period. Pay myself a $23,000 check (or whatever the amount is) and after taxes are taken out from the state and the employer side, it'll be the full contribution amount. You'll have to fiddle with the gross numbers to get the full contribution amount.
As long as you had at least 20k worth of income.
https://www.fidelity.com/learning-center/personal-finance/retirement/self-employed-401k
See if this helps
I have S corp taxed as LLC. Your employer portion of 401k contribution can not exceed 25% of paycheck and you can contribute your portion of 401k only when it is line item in your pay check.
Employer portion can be deposited in lump sum before year.
You portion can also be deposited in lump sum but it has to recorded in your paycheck.
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Do you use any 3rd party service or app to run pay check? May be there is a loophole ( void it and rerun citing some mistake… forgot to add 401k contributions).
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I am sure there will be a way to amend it. Call them and explain. I am sure mistakes like this happen all the time. Worse case …run remaining pay checks for huge amount and contribute all of it towards your portion of 401k.
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For whatever it’s worth, with an S Corp your salary needs to be reasonable with regards to the services you are providing to the corporation. The IRS does not allow you to just avoid payroll taxes by being an S Corp.
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This is even more critical with the increased scrutiny on taxes soon. I’m expecting S Corp to be a fun target for audits.
Is there a reason you opted for a 401(k) ESP? Are you going to do Roth contributions?
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You could’ve done that with a SEP or SIMPLE IRA without the cost of administering a 401(k). I usually advise SEP for solo owners. You probably spent money unnecessarily starting a solo 401(k).
Yes. I use Gusto and do an off-cycle payroll at end of year for the appropriate amount to match (plus payroll taxes etc). But you need to still follow the matching rules, so sometimes that EoY check can be a doozy.
Wanted to amend, I also do this with my spouse. One single off-cycle paycheck at the end of year, as a spouse can also be included in your Solo 401k. Then the spouse has their contribution maxed out plus employer contribution (subject to % rules).
I used to contribute each paycheck but it's easier to do this at the end of the year, as you can decide exactly how much you're able to contribute based on how your business has performed.
You could make a voluntary after-tax contribution in one lump sum like that if your plan allows it.
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DeluxeXL t1_iy67kn1 wrote
No. Since your business is a S corp, you can't fudge ownership like a sole proprietor. This means if you did not defer any of your monthly paychecks to 401k, you missed it. However, your business can still make profit sharing contributions (subject to the 25% limit) by tax day.