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Updated almost 7 years ago on . Most recent reply

Ryan K.'s profile image
Ryan K.'s profile image
Ryan K.
  • Investor
  • from Chico, California
  • Member since Oct 26, 2015
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10
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Ryan K.'s profile image
Ryan K.'s profile image
Ryan K.
  • Investor
  • from Chico, California
  • Member since Oct 26, 2015
Connect
Ryan K.
  • Investor
  • Chico, CA
1
Votes |
10
Posts
Tax Liens & Mortgage Notes

Annual FMV Of Notes Within SD401k?

Ryan K.
  • Investor
  • Chico, CA
Posted
The (newer) custodian of my SD401k is requesting an annual real estate appraisal for each note I hold within the account. As in, pay for a house appraisal each year for each note. This can’t be right, can it? Shouldn’t the FMV simply be the UPB as reported by my servicer at year’s end and satisfy the IRS’ requirement?
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