HALFACRE RESEARCH / DATA CONTROL
TEAM BRIEFING
12 SEP 2026

IRA Department
Fact Pack

Sourced law and named-shop pages. Same verification standard as the Bitcoin data-export deck.

PACK TYPENotes, not a dump
WRAPPERSTraditional / Roth / SEP
PURPOSETeam discussion
HALFACRE RESEARCH / DATA CONTROL
SCOPE
12 SEP 2026

This is an information asset.

bots/crypto-ira/ · not written into the market dump

WHAT IT IS

Markdown notes with a source URL on every claim.

28 fact files. Official DOR pages for 50 states + DC. Desk list + shop universe.

The same method as the Bitcoin export: open the page, copy the sentence, leave the hole.

WHAT IT IS NOT

Not a second database.

Not a row in halfacre_raw_database_2026-09-09_verified.sql.gz.

Not an invented conversion table. Not an invented case holding. Not a finished UBIT staking rule.

COMPANY POSITION

Halfacre sells information and data.

Every product already carries the company disclaimer.

We do not need a license to publish sourced facts. We do need a source.

FACT FILES28
STATES OPENED50 + DC
INVENTED ROWS0
HALFACRE RESEARCH / DATA CONTROL
WRAPPERS
12 SEP 2026

Three wrappers. Not one IRA.

2026 IRS pages already filed · stale comparison page still says RMD age 72

TRADITIONAL

Personal account. Deduction may apply.

2026 cap $7,500 / $8,600 if 50+.

Income can kill the deduction, not the deposit.

Owner RMD at 73.

ROTH

Designated Roth at setup. No deduction.

Same personal cap. MAGI can kill the contribution.

2026 single $153k–$168k. Joint $242k–$252k.

No owner RMD while the original owner is alive.

SEP

Employer money only on a regular SEP.

2026 lesser of 25% or $72,000. Comp cap $360,000.

Deadline includes extensions.

Robinhood pages do not offer this wrapper.

PERSONAL CAP$7,500 / $8,600
SEP CAP$72,000
ROBINHOOD SEPNone on opened pages
HALFACRE RESEARCH / DATA CONTROL
INVENTORY
12 SEP 2026

What is already on the desk.

If it is not in facts/ with a URL, it is a hole

FEDERAL

408 / 408A / 4975. 11 USC 522(n) COLA $1,711,975. 590-A Roth MAGI worksheets. 590-B inherited clocks + Table I / III. Form 5329 2025. Notices through 2025-33. RR 2019-24, 2023-14. RP 2024-28 all 24 pages.

WASH SALE

Pub 550 Ch. 4 is stock or securities. Intro: those rules do not apply to IRAs. No blanket wash-sale-for-all-coins statute.

UBIT

Full 990-T instructions filed. Equity Trust vendor 990-T page filed. IRS still has no sentence that IRA staking, lending, or margin is UBIT.

SHOPS

Robinhood legal PDFs complete. Confirmed SEP+crypto now include Unchained (Fortis Bank). Wider universe: Fidelity Crypto Traditional/Roth/Rollover, Schwab/Vanguard brokerage SEP, Swan Traditional/Roth, Entrust/Forge/Quest. Two Equity Trust fee tracks.

STATES

Official DOR pages for 50 states + DC. Conversion, 529-to-Roth, and pension-exclusion sentences only where the state printed them.

STATUTES408 · 408A · 4975 · 522
QCD 2026$111,000
522(n) COLA$1,711,975
HALFACRE RESEARCH / DATA CONTROL
PRODUCT USE
12 SEP 2026

What this pack lets the company build.

Same conversation the Bitcoin deck started for market data

01 DEPARTMENT BOT

Train CryptoIRABot from facts/ only. Draft rules are in instructions.md. Matthew has not trained it yet.

02 WRAPPER-CORRECT COPY

Every Bitcoin-style IRA product names Traditional, Roth, or SEP. Never one blended cap.

03 SHOP COMPARISON

Who will hold BTC/ETH/SOL in a SEP. Who stakes ETH/SOL inside Traditional / Roth / SEP. Two Equity Trust fee tracks.

04 STATE OVERLAY

NY conforms 529-to-Roth. SC letter is nonprecedential. IN recaptures the 529 credit. AL taxes the conversion on Schedule RS. MD excludes IRA from the pension exclusion.

05 DESK CONTROLS

Tag every dollar: contribution / transfer / rollover / conversion / match. Prohibited-transaction stop before any coin movement.

06 NEXT DATABASES

When this pack is actually finished: tech-stock and dividend-stock data in database form. Not before. Not mixed into the Bitcoin dump.

BOT STATUSNot trained
NEXT DBTech + dividend stocks
DUMP MIXForbidden
HALFACRE RESEARCH / DATA CONTROL
CLAIMS
12 SEP 2026

Bitcoin-style IRA products: what the pack supports.

Marketing copy is only as strong as the opened URL

THE PACK SUPPORTS

Digital assets are property, not currency.

Coins in an IRA stay with a qualified custodian. Personal keys are a prohibited-transaction problem.

Wash-sale loss disallowance in Pub 550 does not apply to IRAs.

Robinhood IRA: stocks / options Level 2 / no Crypto product / no SEP.

Named shops advertise SEP + crypto. Vendor dollars can be stale. IRS numbers live in the IRS files.

QCD 2026 cap is $111,000.

THE PACK DOES NOT SUPPORT

“IRA staking is UBIT.” That IRS sentence is not on the opened pages.

Paschall / TC Memo 2026-46 as a holding. Official-host search is still empty.

Wash sale for all coins.

One IRA cap for Traditional, Roth, and SEP.

A 50-state crypto-IRA map.

Robinhood Crypto inside the Robinhood IRA.

SOURCE RULEURL or hole
VENDOR COPYNot IRS
BLOCKED ISBetter than guessed
HALFACRE RESEARCH / DATA CONTROL
SHOPS
12 SEP 2026

Who advertises the crypto IRA wrappers.

Vendor pages are sales copy. Caps stay in the IRS files.

Equity Trust

SEP + crypto. Self-traded: 0.05% AUC / $20 min / 1% trade. Retail PDF: 2% buy / 1% sell / up to 1% liquidity. Two tracks.

IRA Financial

Traditional / Roth / SEP / SIMPLE on self-directed and checkbook cards. IRAfi settles at Bitstamp.

iTrustCapital

ETH / SOL stake in Traditional, Roth, and SEP. Leftover articles sometimes name only Traditional / Roth.

BitcoinIRA / Digital Trust

SEP + staking marketing (ADA / ETH / SOL / DOT / SUI). Digital Trust SEP custodial PDF opened.

Robinhood

Traditional and Roth only. Crypto products are not in the IRA. 1% / 3% Gold match is not an IRS contribution.

Not confirmed

Swan/Fidelity crypto pages are not SEP. Gemini/Coinbase learn pages are not company IRAs. Rocket Dollar homepage is not a SEP.

FEE TRACKSDo not overwrite
990-T $ PDFsAccess Denied
STAKINGVendor, not IRS
HALFACRE RESEARCH / DATA CONTROL
STATES
12 SEP 2026

State overlay is a product. An invented conversion table is not.

Official DOR pages for 50 states + DC · leftover worksheets still holes

PATTERNS ALREADY FILED

No individual PIT: TX, FL, NV, SD, AK, WY. WA has none now; 9.9% AGI > $1M in 2028, composition still future guidance.

NH I&D repealed after 2024. TN Hall repealed 2021. MT repealed the partial pension / IRA deduction for 2024+.

Conversion follows federal / FAGI: VA 98-44, OR-17, AL Schedule RS, MI if in AGI (RAB 2017-21 Example 3), GA same as IRS. IA names Roth conversion income inside the 55+ exclusion.

529-to-Roth: NY conforms on/after 9/5/2024. SC letter says not SC taxable (no precedential value). IN recaptures the Indiana529 credit. VT charges 10% VHEIP repayment. NC Bailey-to-Roth is NC-exempt (PD-14-1).

IRA inside DE’s $12,500 age-60+ exclusion, ME’s 2025 $48,216 pension deduction, and OK’s $10,000 Other Retirement Income line. IRA out: MD and ID Form 39R.

DO NOT SELL YET

Sellable new pages: RI (IRA of any type out of the $50k/$100k pension mod). HI (employer-funded rollover IRA / Roth can stay nontaxable). AR ($6,000 traditional IRA; Subject 300 conversion sentence, stale dollars). KY Schedule M names conversion income. MO-A names IRAs on the private-pension worksheet.

MN 2025 M1 instructions still unposted. AZ ITR 93-27 / 96-3, RI Section 4, ME pension worksheet, UT TC-40A Part 2 still unopened.

KS / LA / UT / NE / NM / ND / DC / WV pages opened; IRA often not named as an exclusion.

No state printed a crypto-IRA sentence on the pages opened.

OPENED50 + DC
CONVERSION TABLENot invented
CRYPTO-IRA LINENone found
HALFACRE RESEARCH / DATA CONTROL
RAILS
12 SEP 2026

Desk-killer rules already on paper.

A structure that relies on a prohibited transaction is a blown IRA

PROHIBITED TRANSACTIONS

Borrowing, selling to the IRA, personal-use property, personal-wallet keys, paying expenses from the wrong pocket. Account stops being an IRA as of January 1 of that year.

CUSTODY

A bank, trust company, or other IRS-accepted custodian must hold the coins. Equity Trust’s own CryptoConnect page prints that the owner cannot hold the keys.

COLLECTIBLES / NFTS

IRC 408(m) inside an IRA. Notice 2023-27 is the NFT collectible discussion. Not a finished NFT-is-always-a-collectible statute.

BANKRUPTCY

11 USC 522(b)(3)(C), (d)(12), (n). Live 522(n) COLA $1,711,975 from 90 FR 8941. State opt-out still thin.

FORMS

5498 / 1099-R / 8606 / 5329 / 990-T / 1099-DA. Robinhood 1099-R available Jan 31 of the following year.

STALE PAGES

Flag vendor and old DOR reprints against IRS files: $6,000 IRA, $100,000 QCD, age 70½, 1998 MAGI, SC $7,000 2024 Roth cap.

PT EFFECTIRA ends Jan 1
KEYSCustodian only
STALE $Flag, do not copy
HALFACRE RESEARCH / DATA CONTROL
GAPS
12 SEP 2026

Eight items remain explicitly blocked.

Blocked is a product fact. Guessing is a product defect.

01

TC Memo 2026-46 / Paschall — official-host search still zero. Do not file KPMG / EY / Fenwick as the holding.

02

FinCEN FBAR-crypto final rule after Notice 2020-2. Hub still only links 2020-2.

03

Checkbook / IRA LLC cases (Swanson, Ellis) — official hosts still empty.

04

IRS sentence that IRA staking / lending / margin is UBIT.

05

Notice 2024-2 Q&A K-8 is future guidance by the notice’s own words.

06

590-B Table II joint grid (PDF pp. 52–66) not copied cell-by-cell.

07

Equity Trust 990-T dollar fee PDFs — Access Denied.

08

Leftover official worksheets (MN 2025 M1 instructions, AZ ITR 93-27 / 96-3, RI Pub 2026-01 Section 4, ME pension worksheet, UT TC-40A Part 2). WA 2028 AGI composition is still future guidance. Keep opening remaining SDIRA shops.

BLOCKED8 named gaps
SECONDARY FIRMSNot holdings
FILLForbidden
HALFACRE RESEARCH / DATA CONTROL
SEQUENCE
12 SEP 2026

Safe sequence from here.

Do not start the next database until the fact pack is actually finished

1

Finish leftover official pages. Same method. Same folder.

2

Keep Traditional / Roth / SEP separate in every product sketch.

3

Use the briefing to decide which IRA data products the team will sell first: bot, shop compare, state overlay, Bitcoin-style IRA copy.

4

When facts are finished: download tech-stock and dividend-stock data in database form.

5

Never write IRA notes into the Bitcoin/USD dump.

NOWFinish official pages
THENTech + dividend DBs
NEVERMix into the dump
HALFACRE RESEARCH / DATA CONTROL
DISCUSSION
12 SEP 2026

The pack is ready
to discuss. It is
not finished.

Agenda: which Bitcoin-style IRA products we can ship from sourced sentences, which claims stay blocked, and who owns the leftover official-page pulls.

READ FIRSTTRACKING_LIST.md
THENfacts/ + SOURCES.md
SHOWThis deck