Skip to content
×
Try PRO Free Today!
BiggerPockets Pro offers you a comprehensive suite of tools and resources
Market and Deal Finder Tools
Deal Analysis Calculators
Property Management Software
Exclusive discounts to Home Depot, RentRedi, and more
$0
7 days free
$828/yr or $69/mo when billed monthly.
$390/yr or $32.5/mo when billed annually.
7 days free. Cancel anytime.
Already a Pro Member? Sign in here
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 1 year ago on . Most recent reply

User Stats

93
Posts
28
Votes
Eric E.
  • Residential Investor
  • Allentown, PA
28
Votes |
93
Posts

How do you complete a w-9 for income being paid to a Roth IRA

Eric E.
  • Residential Investor
  • Allentown, PA
Posted

We completed a profitable transaction within a revocable trust. The trust is held by my Roth IRA. The payor insists on a w-9 form. The trust does have an EIN, but how do we fill out the w-9 so that the IRS does not think the profit is taxable? Do we put a code in Box 4 ? Or is there another way to complete the w-9? Instructions on what code to use in Box 4 are not really clear to me.

Loading replies...