austin3515 Posted October 13, 2015 Posted October 13, 2015 Small illiquid REIT in a 401k plan. Do I report as a real estate? The investment is definitely not filng a separate 5500 as a DFE so I thgouth I had to look through at the underlying holdings. Austin Powers, CPA, QPA, ERPA
Bird Posted October 13, 2015 Posted October 13, 2015 In my opinion it is not real estate. We report that as "...assets whose current value was neither readily available..." and file a 5500 with Schedule I. Bill Presson 1 Ed Snyder
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