- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I'm not certain that is completely true. The custodian of the qualified account will indeed file a 990-T form on your behalf and pay taxes against all monies in excess of $1000, when its deemed UBTI, will it not? Therefore it will grow, but also create a current tax obligation. It just happens to be outside of your personal tax filing.
March 3, 2020
6:36 AM