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You may have recently received a notice indicating that your IRA may have incurred unrelated business income tax, or UBIT for short. UBIT applies to certain investments within an IRA and needs to be accounted for by filing Form 990-T.
Would you like to learn more about UBIT, including but not limited to the following:
To assist you in meeting filing requirements, Equity Trust Company is again offering Form 990-T preparation and IRS required electronic payments through the EFTPS (Electronic Federal Tax Payment System) to our clients for their IRAs.
Please select one of the three required options and follow the instructions for the applicable forms referenced below.
You may complete and submit forms to Equity Trust Company at [email protected]. If your IRA is invested in debt-financed property and/or LLC/LP investment(s), you must select one of the three options and respond prior to the filing deadline to avoid your account being charged a $75 late documentation fee.
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