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R
RobWe
April 14, 2022
Question

IRA

  • April 14, 2022
  • 1 reply
  • 0 views

where do i report the annual value of a self directed IRA

    1 reply

    macuser_22
    macuser_22
    Employee
    April 14, 2022

    Nowhere unless you had a distribution and non-deducible contributions then in the 1099-R interview it will ask for the total 2021 year end value of ALL existing Traditional, SEP and SIMPLE IRA accounts that exist.

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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