W-9's and SDIRA

[Jimmy Stewart]

am seeking mentoring on a simple tax related question.

My IRA bought a rental that's I'm thinking of renting out as SEC-8. My PM sent the paperwork, including a W-9. My desire is to keep this rental income, passive and tax deferred, as my other rentals are. Does the W-9 get filled out in my name, or the 'custodian fbo ira'? I'm concerned if it's my name, I'll be taxed up front v deferred.

Anyone with experience or advice, I would be grateful.

Oh, does anyone have a reputable CPA in Colorado?

[Bill Exeter]

It absolutely has to be completed by/in the name of your IRA Custodian. It is important to remember that the Self-Directed IRA is an entity that is separate and apart from you.

I'm surprised that your IRA Custodian did not answer the question. This is more of an operational question from their perspective rather than a tax question. They should have immediately known the answer. You might want to consider changing IRA Custodians.