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dude iligence

04/21/20 10:38 AM

#500 RE: Prudent Capitalist #499

I also have a self directed checkbook ira which has complex rules including ubti gotchas. Im buying companies with gains made in the stock market. I can let et go, simple is better.

wshaw14

04/23/20 5:27 PM

#525 RE: Prudent Capitalist #499

I hold all of my K-1 positions in my Ameritrade account and simply import it to my tax return with Taxact. It puts everything where it needs to go on the return. I would never hold a K-1 in a tax deferred account though. You are correct, that would get very complicated.