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How does Madison Trust company handle UBIT?

Posted on: December 10, 2019

K-1s issued by your Investment Sponsor will show whether the proceeds of your investment are subject to Unrelated Business Income Tax.

If taxes are due, your Accountant or Tax preparer will prepare Form 990-T.

The form will be sent to Madison Trust for signature. Madison will sign the 990-T on behalf of your IRA and file it with the IRS.

Everything from customer service to setting up my account to getting my money was A+. I would highly recommend doing business with them.

Joe D.
Solid service and attention to detail.

Clint C.
They were fast efficient and did what they said they would. Would recommend.

Gabriel E.
Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

Mark P.
Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

Michael K.