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Does a Self-Directed IRA File a Tax Return?

In most cases, you don't need to file a tax return with a Self-Directed IRA. If you utilize the LLC structure, and have multiple members, you will need to file a partnership return. Lastly, if you triggered the UBTI tax, you will need to file a 990-T. -- Learn more about the Self-Directed IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Grou