Rocket Dollar Knowledge Base

    How do I fill out my W-9 properly for my IRA LLC?

    If you have a single-member IRA LLC, you need to fill out the W-9 differently than an individual or a normal LLC.

    Line 1 -

    If you are using our Custodian Partner IRA Resources

    • IRAR Trust Company FBO FirstName LastName IRA Acct# (Ex.89-12345)

    If you are using our Custodian Partner Solera National Bank

    • Solera Natl Bank, CUST for Firstname Lastname, Trad IRA (or ROTH IRA).

    Line 2 - your IRA LLC name.

    • Usually, this is your first initial and last name unless you requested a custom LLC "FLast RD LLC"

    Line 3 - You will check the very first box for a sole proprietorship or single-member LLC.

    Line 4 - 1, just the number in the exempt payee code

    • 1 is the exemption number described as :

    Line 5 - You will enter in the address for the LLC (e.g., 1111 Anywhere Avenue).

    Line 6 - You will enter in the City/State/AZ for the LLC

    Part 1 - Use the EIN number of your LLC within your IRA.

    Part 2 - Make sure to include "Signature, Manager"

    • You are the manager of the LLC, so be sure to include yourself as a manager

    Here’s a link to download and print a blank W-9 from the IRS

     

    W9 IRA LLC PNG

     

     

    Rocket Dollar is not a financial or tax advisor. The knowledge base is educational but is not investment or tax advice. Please consult your own financial advisor, CPA, and IRS guidelines before making any investment or tax planning decisions. Copyright © 2018-2019 Rocket Dollar, Inc. All rights reserved.