Permalink Submitted by David Mertz on Mon, 2021-11-22 20:12
No. QCDs can be made only from the otherwise taxable portion of an IRA. A solo 401(k) is not an IRA.
Funds could be rolled over from the solo 401(k) to a traditional IRA and then a QCD made from the traditional IRA, but only after the participant has already satisfied any RMD for the year from the solo 401(k).
Permalink Submitted by David Mertz on Mon, 2021-11-22 20:12
No. QCDs can be made only from the otherwise taxable portion of an IRA. A solo 401(k) is not an IRA.
Funds could be rolled over from the solo 401(k) to a traditional IRA and then a QCD made from the traditional IRA, but only after the participant has already satisfied any RMD for the year from the solo 401(k).