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Updated about 9 years ago on . Most recent reply

User Stats

43
Posts
34
Votes
Lisa Gerard
  • Investor
  • Kennewick, WA
34
Votes |
43
Posts

filling out W9 form and receiving 1099 for SDIRA earnings

Lisa Gerard
  • Investor
  • Kennewick, WA
Posted

Through my SDIRA I've invested with a company that now is asking me to fill out a W9 form and will presumably then send me a 1099 for the earnings last year.  I'm not sure if I should fill it out with my name and social security number or "SDIRA for Lisa Gerard" and social or if it should be made out to the custodian.  Anyone out there now the nuances of this stuff? 

Most Popular Reply

User Stats

43
Posts
34
Votes
Lisa Gerard
  • Investor
  • Kennewick, WA
34
Votes |
43
Posts
Lisa Gerard
  • Investor
  • Kennewick, WA
Replied

@Brian Eastman

@Adam Hershman

Wow, thanks for the quick responses.  I'll be talking to the custodian and the co. funds are invested in to get this all cleared up.  I want to make sure the IRS is happy!

Thanks again.

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