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  • UBIT Information
    • UBIT Explained: An Overview
      • What Is UBIT?
      • When Does UBIT Occur?
      • Why Do I Have to File in an IRA
      • Isn’t UBIT a Double Taxation?
      • Why You Should be Glad to File
      • Turning a Net Operating Loss into a Gain
      • What Tax Schedule to Follow?
      • Understanding the Process
      • FAQs
    • Real Estate IRAs and UBIT
      • Your Real Estate IRA Investment Options
      • Why Debt Financing with a Real Estate IRA Investment Can be Beneficial
      • Obtaining Non-Recourse Loans and Finding Non-Recourse Lenders
      • Real Estate Frequently Asked Questions
        • What Allocation of Income is Subject to UBIT?
        • How does Flipping or Wholesaling Real Estate Relate to UBIT?
    • Entities and UBIT
      • Why Does my IRA Have to Pay Taxes when Investing in a LP or LLC?
      • When Does my IRA Have to Pay UBIT When Investing in a LP or LLC?
    • Financial Advisor/CPA Overview
      • Calculating, Filing and Paying UBIT
      • UBIT at the State Level
      • UBIT and Multiple IRAs
  • 990-T Filing Solutions
  • About Us
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  • Resources
  • Contact Us
UBIT Professional
  • Home
  • UBIT Information
    • UBIT Explained: An Overview
      • What Is UBIT?
      • When Does UBIT Occur?
      • Why Do I Have to File in an IRA
      • Isn’t UBIT a Double Taxation?
      • Why You Should be Glad to File
      • Turning a Net Operating Loss into a Gain
      • What Tax Schedule to Follow?
      • Understanding the Process
      • FAQs
    • Real Estate IRAs and UBIT
      • Your Real Estate IRA Investment Options
      • Why Debt Financing with a Real Estate IRA Investment Can be Beneficial
      • Obtaining Non-Recourse Loans and Finding Non-Recourse Lenders
      • Real Estate Frequently Asked Questions
        • What Allocation of Income is Subject to UBIT?
        • How does Flipping or Wholesaling Real Estate Relate to UBIT?
    • Entities and UBIT
      • Why Does my IRA Have to Pay Taxes when Investing in a LP or LLC?
      • When Does my IRA Have to Pay UBIT When Investing in a LP or LLC?
    • Financial Advisor/CPA Overview
      • Calculating, Filing and Paying UBIT
      • UBIT at the State Level
      • UBIT and Multiple IRAs
  • 990-T Filing Solutions
  • About Us
  • Testimonials
  • Resources
  • Contact Us

UBIT Explained: An Overview

Home UBIT Information UBIT Explained: An Overview
  • Comprehensive information about UBIT is provided on this site so you can gain the knowledge needed to make better investment decisions.
  • We believe that knowledge is power.

UBIT Explained: An Overview

Comprehensive information about Unrelated Business Income Tax is provided on this site so you can gain the knowledge needed to make better investment decisions. We believe that knowledge is power.

UBIT Professional provides solutions for all types of investors and financial professionals. At UBIT Professional our mission is to:

  • Help Americans diversify and expand their IRA investment choices to those whose success might include unrelated business income tax.
  • Offer comprehensive education about UBIT for individual investors as well as investment and tax professionals.
  • Take the complexity of UBIT compliance out of the equation by offering professional Form 990-T preparation services.

This site covers the essentials you need to know about UBIT and the resources that can be utilized to delve even deeper into the subject. The IRS estimates that it takes over 27 hours of study to fully understand UBIT and all its ramifications and over 140 hours each year to stay on top of the tax annually. These estimates do not factor any applicable state requirements currently necessary in 40 states.

The related pages in this section break down the most common questions and concerns about UBIT and provide information based on IRS publications and rulings. UBIT is a complex topic so it is important to have at least a basic understanding of the tax and how it may apply to your investment opportunities.

UBIT Professional has a professionally trained staff devoted to guide you through the process, answer your questions, and prepare the necessary paperwork on time. Let us help take the “complicated” out of the UBIT equation.

  • What Is UBIT?
  • When Does UBIT Occur?
  • Why Do I Have to File in an IRA?
  • Why Should You be Glad to File?
  • Understanding the Process
  • Isn’t UBIT a Double Taxation?
  • Turning a Net Operating Loss into a Gain
  • What Tax Schedule to Follow?
  • FAQs

UBIT Professional LLC specializes in Unrelated Business Income Tax and Form 990-T preparation. UBIT Professional LLC is an affiliate of Equity Trust Company, a passive custodian specializing in the custody of alternative investment IRAs. Any information communicated by UBIT Professional LLC or Equity Trust Company should not be construed as tax, legal or investment advice. Equity Trust Company, UBIT Professional LLC, and all their affiliates, representatives and officers do not provide investment, legal or tax advice. Whenever making a financial decision, please consult with your tax attorney, financial or accounting professional.

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