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Topic: SIPP with US equities only  (Read 772 times)

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SIPP with US equities only
« on: August 04, 2013, 01:41:30 PM »
What are the IRS reporting requirements for a SIPP in which I only buy US equities and currencies (no mutual funds or ETFs  at all)?

Is the reporting different if I also make contributions to the plan?

Thanks


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Re: SIPP with US equities only
« Reply #1 on: August 04, 2013, 04:47:53 PM »
1040, Schedule B, Schedule D, 1116, 8938, FBAR...

Depending on your view also 8833, 3520, 3520-A


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