Reporting for Hard-to-Value IRA Investments is Optional for 2014

**CAF Note: These changes could have a dramatic impact on the market for crowd funding and micro cap equities. If the IPO market continues to be strong, watch for significant growth in start ups and expansion of small business.**

By IRS

New information reporting requirements are proposed to apply to certain IRA investments with no readily available fair market value. Reportable investments may include:

  • non-publicly traded stock,
  • partnership or LLC interests,
  • real estate, options, and
  • other hard-to-value investments.

 
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