New IRS Self-Directed IRA Tax Filing Service

by | Feb 8, 2023 | Backdoor Roth IRA

New IRS Self-Directed IRA Tax Filing Service




IRA Financial is excited to announce the addition of our Self-Directed IRA LLC tax filing service to our annual compliance service. In addition to the usual benefits of compliance, we will now help you file IRS forms 1065 & Schedule K-1 (for partnerships), 990-T (UBTI) and 1099-R (for distributions, Roth conversions or rollovers)

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss this new tax-filing service which is specifically geared to Self-Directed IRA LLC investors to ensure your plan remains IRS-compliant.

Join us LIVE on Wednesday, February 1st at 12PM EST!

See what’s included in our compliance service:

About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IRA Financial’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

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IRA Financial is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

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The Internal Revenue Service (IRS) recently announced the launch of a new self-directed IRA tax filing service, which will allow taxpayers to file their taxes online. This new service is designed to make filing taxes easier and more convenient for taxpayers who have self-directed IRAs.

Self-directed IRAs are a type of retirement account that allow individuals to make their own investment decisions. They are generally used by investors who want to have more control over their investments and are willing to take on more risk. With a self-directed IRA, investors can choose to invest in stocks, bonds, mutual funds, real estate, and other investments.

The new IRS self-directed IRA tax filing service will allow taxpayers to file their taxes online, eliminating the need to file paper returns. The service will also provide taxpayers with access to a variety of tools and resources, including tax calculators, forms, and instructions. Taxpayers will also be able to view their tax history and track their progress throughout the filing process.

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The new self-directed IRA tax filing service is part of the IRS’s ongoing efforts to make filing taxes easier and more convenient for taxpayers. The service is expected to be especially beneficial for those who are unfamiliar with the self-directed IRA process and need assistance in understanding the tax implications of their investments.

The IRS is also offering free webinars to help taxpayers understand the self-directed IRA process and how to use the new tax filing service. Taxpayers can register for the webinars online and will receive a link to join the webinar at the time of registration.

The new self-directed IRA tax filing service is a welcome addition for those who have self-directed IRAs and need assistance in filing their taxes. The service will make filing taxes easier and more convenient, and the IRS’s webinars will provide taxpayers with the information they need to make informed decisions about their investments.

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