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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?
INVESTMENT INCOME AND 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?