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SELF-DIRECTED IRA KNOWLEDGE CENTER
IRS REPORTING
  • MANAGE YOUR STRATA IRA
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  • FUND SELF-DIRECTED IRAs
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  • WITHDRAWAL FROM A SELF-DIRECTED IRA
    • DISTRIBUTIONS
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  • IRS REPORTING
    • FAIR MARKET VALUE
    • IRS FORM 5498
    • IRS FORM 1099-R
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      1. SELF-DIRECTED IRA KNOWLEDGE CENTER
      2. IRS REPORTING
      • MANAGE YOUR STRATA IRA
        • ONLINE ACCOUNT ACCESS
        • ACCOUNT MAINTENANCE
        • FEES
        • ACCOUNT SECURITY AND PROTECTION
      • LEARN ABOUT SELF-DIRECTED IRAs
      • INVESTMENT OPTIONS
        • REAL ESTATE (DIRECTLY - OWNED)
        • PRIVATE EQUITY
        • PRIVATE DEBT
        • CROWDFUNDING
        • FUTURES
        • GOLD AND PRECIOUS METALS
        • STRUCTURED SETTLEMENTS
        • PUBLIC INVESTMENTS
      • FUND SELF-DIRECTED IRAs
        • DIRECT TRANSFER
        • ROLLOVER
        • ANNUAL CONTRIBUTION
      • WITHDRAWAL FROM A SELF-DIRECTED IRA
        • DISTRIBUTIONS
        • REQUIRED MINIMUM DISTRIBUTIONS (RMD)
        • CONVERSIONS
        • RECHARACTERIZATIONS
        • TRANSFERS OUT
        • DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
      • IRS REPORTING
        • FAIR MARKET VALUE
        • IRS FORM 5498
        • IRS FORM 1099-R

      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
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