SELF-DIRECTED IRA KNOWLEDGE CENTER

Back to home

SELF-DIRECTED IRA KNOWLEDGE CENTER

IRS REPORTING

IRS REPORTING

Learn more about important SDIRA tax topics, FMV, and additional IRS reporting basics.

Are Self-Directed IRAs Reported to the IRS?

What Happens if I Transfer or Rollover an IRA From Another Firm to STRATA?

What Forms Will I Receive if I Rolled Over a 401(K), 403(B) Or Other Workplace Savings Plan to an IRA?

How Can I Get Duplicate IRS Forms?

IRS Reporting Additional Reference Information

FAIR MARKET VALUE

Why Is the FMV Required on My Account?

For Real Estate FMV, Can I Provide a Tax Appraisal Statement for the Property?

What if I Believe an Investment Is Worthless or Out of Business?

How Can I Provide General Updates to STRATA Regarding Investments Held Within My IRA?

How Can I Provide Valuation Updates to STRATA Regarding Investments Held Within My IRA?

What Happens if the Value of My Asset Has Changed by 50% or More?

What Happens if the FMV Is Not Received by the Deadline?

Which Documents Will STRATA Trust Not Accept for FMVs, or Change in Asset Values, Including Zero Valued Assets?

Is There a Timeline for the FMV Process?

See more

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?

IRS FORM 1099-R

IRS Form 1099-R