Tax, SDIRAs & Cost Segregation
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Creative Real Estate Financing
presented by

Tax, SDIRAs & Cost Segregation
presented by

1031 Exchanges
presented by

Real Estate Classifieds
Reviews & Feedback
Updated almost 3 years ago on .
Most recent reply
presented by

SDIRA trust form 1041
I have a self directed IRA held in a Florida Trust, which needs a Federal tax form 1041 filed. I can't figure out how to show on this form that it is tax exempt since it is an IRA. Does anyone know a tax accountant I could hire to do this? My IRA isn't in an LLC, it's in a trust, and I can't find anyone who knows how to file this. Thank you in advance!
Most Popular Reply

John Underwood
#1 Short-Term & Vacation Rental Discussions Contributor
Pro Member
- Investor
- Greer, SC
- 15,187
- Votes |
- 12,465
- Posts
Is this a Solo401k? Mine is held in a trust and doesn't have a 3rd party custodian. You don't have to file anything until assets reach 250k. Then there is some EZ form you use. You should be able to Google and find this form.