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Updated over 1 year ago on . Most recent reply

User Stats

93
Posts
28
Votes
Eric E.
  • Residential Investor
  • Allentown, PA
28
Votes |
93
Posts

How do you complete a w-9 for income being paid to a Roth IRA

Eric E.
  • Residential Investor
  • Allentown, PA
Posted

We completed a profitable transaction within a revocable trust. The trust is held by my Roth IRA. The payor insists on a w-9 form. The trust does have an EIN, but how do we fill out the w-9 so that the IRS does not think the profit is taxable? Do we put a code in Box 4 ? Or is there another way to complete the w-9? Instructions on what code to use in Box 4 are not really clear to me.

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