Can my self-directed IRA LLC accept a cash gift from sibling?

Can my self-directed IRA LLC accept a cash gift from sibling?

Software engineer · Acton, CA · Member since 2015 · 11 posts · 2 votes

I understand my self-directed IRA LLC cannot accept a non-recourse loan from a parent, but it looks like it can accept one from a sibling. What if a sibling wants to donate a gift of cash to my LLC? Is that allowed?

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Solo 401k Expert · Anaheim Hills, CA · Member since 2012 · 18k+ posts · 6k+ votes
10y

No, your IRA owned LLC is not a charity and can not accept donations.

See this reply in the discussion

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  • Solo 401k Expert · Anaheim Hills, CA · Member since 2012 · 18k+ posts · 6k+ votes
    10y

    No, your IRA owned LLC is not a charity and can not accept donations.

  • Software engineer · Acton, CA · Member since 2015 · 11 posts · 2 votes
    10y

    ok, thanks. So if my sister loans money to my LLC, and we sign a non-recourse promissory note, does that note have to be for a specific rental property that the LLC owns or can it be a general loan, not specific to any house. I know that if I finance/re-finance one of the properties with a non-recourse loan, then the percentage of income is taxable based on the portion of the property that is financed. If my sister's loan is not for a specific property, then do I still have to pay income tax on a portion of the income from my properties? I will be using the money she lends me to fix up one of the properties.

  • Solo 401k Expert · Anaheim Hills, CA · Member since 2012 · 18k+ posts · 6k+ votes
    10y

    @Gina Cresse, this is a good question for a CPA (accountant) or another tax professional.

    Perhaps @Steven Hamilton II or @Brandon Hall can shed some light on this.

  • Accountant, Enrolled Agent · Grayslake, IL · Member since 2011 · 5k+ posts · 2k+ votes
    10y

    NO it cannot.

  • Investor · Panama City, FL · Member since 2015 · 378 posts · 183 votes
    10y

    While a sibling can loan your IRA LLC money as they are not consider a related under the prohibits transactions, but it has to be an arms length transaction, basically rates and terms a completely un-related party. The loan might trigger UBIT tax which can be as high as a brutal 39.6%. Best to just steer clear of this transaction all together.

    Hope this helps good luck 

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