Updated almost 8 years ago on .
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1098 form for an SDIRA?
Do I need to send a borrower a 1098 for a note my SDIRA owns?
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You make a good point about confusing the IRS if a Form 1098 is is issued since it is not an IRA requirement; thus, the IRS may look it at twice and mistakenly think your IRA has engaged in at trade or business activity.