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Updated about 5 years ago on . Most recent reply

Harpreet Singh's profile image
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Harpreet Singh
  • Rental Property Investor
  • from Chapel Hill, NC
  • Member since Jun 3, 2019
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Harpreet Singh's profile image
Harpreet Singh's profile image
Harpreet Singh
  • Rental Property Investor
  • from Chapel Hill, NC
  • Member since Jun 3, 2019
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Harpreet Singh
  • Rental Property Investor
  • Chapel Hill, NC
2
Votes |
26
Posts
Tax, SDIRAs & Cost Segregation

Tax Returns (including SDIRA)

Harpreet Singh
  • Rental Property Investor
  • Chapel Hill, NC
Posted

Looking for a CPA to file our taxes which includes newly opened Self Directed IRA.

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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
Replied

@Harpreet Singh

As long as you invest your self-directed IRA passively (which is how you should be investing it) - there will be no tax return required. 

Regarding CPA: start by checking out top contributors (check the list on the right). 

  • Dmitriy Fomichenko
  • (949) 228-9393
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