The Trinity Tax Team
Tax Documents
Please note: Trinity Investors does not give tax advice.
UNRELATED BUSINESS TAXABLE INCOME
Unrelated Business Taxable Income is income generated by equity investments that IRAs hold. Not all types of income are tax exempt for IRAs, so it is important to consider your tax situation when making the decision on how and what you are investing in.
STATE COMPOSITE TAX RETURNS
Investments in states that have income taxes will generate filing requirements and tax liabilities in those states, even if you are not a resident. Many states allow us to file a composite tax return on behalf of our investors that can eliminate the filing requirement and tax liability.
NORTH CAROLINA INVESTORS
If you are investing in a deal in North Carolina, please click the button below to learn more about Tax Requirements for this state.
FREQUENTLY ASKED QUESTIONS
We have compiled a list of answers to frequently asked questions. Please read the pdf linked below.
If you have tax related questions and would like to speak to our tax department, please email tax@trinityinvestors.com