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Forums Solo 401k Real Estate Investments Tax Exempt Code for W-9

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  • Tax Exempt Code for W-9

    Mark Nolan replied 2 years, 8 months ago 2 Members · 2 Posts
  • 1 Reply
  • Roberta E.

    Top SubjectSolo 401k,Mega Backdoor Roth Solo 401k
    Top ForumsSolo 401k, Mega Backdoor Roth Solo 401k

    Roberta E.

    Roberta E.

    Top SubjectSolo 401k,Mega Backdoor Roth Solo 401k

    October 19, 2021 at 10:25 am

    Hello

    I have purchased a Section 8 home within the Solo401K, titled in the Trust name. Section 8 requires a W-9 to be filled out. Which exempt code is best used for the W-9?

    1—An organization exempt from tax under section 501(a), any IRA, or
    a custodial account under section 403(b)(7) if the account satisfies the
    requirements of section 401(f)(2)

    2—The United States or any of its agencies or instrumentalities

    3—A state, the District of Columbia, a U.S. commonwealth or
    possession, or any of their political subdivisions or instrumentalities

    4—A foreign government or any of its political subdivisions, agencies,
    or instrumentalities

    5—A corporation

    6—A dealer in securities or commodities required to register in the
    United States, the District of Columbia, or a U.S. commonwealth or
    possession

    7—A futures commission merchant registered with the Commodity
    Futures Trading Commission

    8—A real estate investment trust

    9—An entity registered at all times during the tax year under the
    Investment Company Act of 1940

    10—A common trust fund operated by a bank under section 584(a)

    11—A financial institution

    12—A middleman known in the investment community as a nominee or
    custodian

    13—A trust exempt from tax under section 664 or described in section
    4947

    Thank You!!

  • Mark Nolan

    Top SubjectSolo 401k,Solo 401k Contributions
    Top ForumsSolo 401k, Solo 401k Contributions

    Mark Nolan

    Mark Nolan

    Top SubjectSolo 401k,Solo 401k Contributions

    October 20, 2021 at 5:31 am

    Hi and code 1. Please click here for more information on how to fill out a W-9 for a solo 401k plan.

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