IRS Reporting
Learn more about important SDIRA tax topics, FMV, and additional IRS reporting basics.
Fair Market Value
- Why does my investment need a valuation update?
- What are the annual valuation requirements for private assets?
- What are the annual valuation requirements for directly owned real estate?
- What are the annual valuation requirements for mineral rights?
- What if I believe an investment is worthless or out of business?
Investment Income & Taxes
IRS Form 5498
- IRS Form 5498
- What if I Don’t Receive IRS Form 5498 From STRATA?
- I Made an Excess Contribution to My IRA, Which I Then Removed. Why Does My IRS Form 5498 Reflect the Full Contribution Amount?
- I Recharacterized a Traditional IRA Contribution to a Roth IRA Contribution. Why Does IRS Form 5498 Still Report the Original Contribution?