What annual tax forms will I receive for my self-directed IRA?
Depending on the activity in your account, you may receive:
- Form 1099-R: Reports distributions taken from your IRA.
- Form 5498: Reports information such as contributions, rollovers, and the year-end fair market value of your IRA.
Additional tax forms may apply depending on your account activity and the assets held within your self-directed IRA.
Get Started With Mountain West IRA
Explore self-directed retirement account options that allow you to hold a broader range of allowable alternative assets.
Our team provides administrative and recordkeeping services to help you establish your account and process transactions at your direction.
