SELF-DIRECTED IRA KNOWLEDGE CENTER
IRS REPORTING
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
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
CASH DISTRIBUTION
DISTRIBUTION - IN-KIND
PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
DELAWARE DEPOSITORY
TEXAS PRECIOUS METALS DEPOSITORY
Brinks
DISTRIBUTIONS - TAX REPORTING
TRANSFERS OUT
CONVERSION AND RECHARACTERIZATION
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
GENERAL RMD QUESTIONS
RMD CALCULATIONS AND NOTIFICATIONS
TAKING MY RMD FROM MY STRATA IRA
TAX WITHHOLDING AND REPORTING
IRS REPORTING
FAIR MARKET VALUE
INVESTMENT INCOME AND TAXES
IRS FORM 5498
IRS FORM 1099-R
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SELF-DIRECTED IRA KNOWLEDGE CENTER
IRS REPORTING
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
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
CASH DISTRIBUTION
DISTRIBUTION - IN-KIND
PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
DELAWARE DEPOSITORY
TEXAS PRECIOUS METALS DEPOSITORY
Brinks
DISTRIBUTIONS - TAX REPORTING
TRANSFERS OUT
CONVERSION AND RECHARACTERIZATION
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
GENERAL RMD QUESTIONS
RMD CALCULATIONS AND NOTIFICATIONS
TAKING MY RMD FROM MY STRATA IRA
TAX WITHHOLDING AND REPORTING
IRS REPORTING
FAIR MARKET VALUE
INVESTMENT INCOME AND TAXES
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 a Fair Market Value (FMV) Required on My Account?
What are the Annual Requirements for Directly Owned Real Estate FMVs?
What are the Annual Requirements for Alternative Asset FMVs?
For a Directly Owned 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 Update Investment Sponsor Information Regarding Investments Held Within My STRATA 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?
See more
INVESTMENT INCOME AND TAXES
What Is Unrelated Business Taxable Income (UBTI)?
What Is Unrelated Debt-Financed Income (UDFI)?
When Am I Required to Report UBTI or UDFI to the IRS?
IRS Form 990-T
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
