ROTH Sale

Foolishtom — Wed, 11 Feb 2026 10:08:23 GMT

I sold an entire position in an MLP &I transferred the entire proceeds to another ROTH IRA.

I recently received a 990-T for the Roth Ira. The K-1 lists it as a ROTH account not under my SSN. The tax return has a substantial tax amount due, calculating the entire investment as UBTI. Not sure how that is possible since the amount recovered is less than the original investment? If I only recover what I invested how would that be considered excess UBTI?

I may be way off base on the UBTI question and appreciate any guidance.

Thank you,

Tomfoolery

topic ROTH Sale in Retirement tax questions

ROTH Sale