LLC Annual Report Fees for Self-Directed IRA LLC – Checkbook Control

Self-Directed IRA LLC Checkbook Control Annual Report Fees

Self-Directed IRA LLCs give investors greater control and flexibility over their retirement investments, but that flexibility also comes with ongoing administrative responsibilities. One of the most commonly overlooked obligations is the LLC annual report requirement, along with the state-level fees associated with maintaining an LLC. These LLC annual report and franchise-type fees vary widely by state and, when missed or misunderstood, can lead to penalties, loss of good standing, or even administrative dissolution of the LLC.

Understanding when these filings are due, how much is owed, and which state agency is responsible is essential to keeping a Self-Directed IRA LLC compliant and preserving the tax-advantaged status of the retirement account.

IRA Financial Self-Directed IRA LLC Filing & Compliance Service

To help clients stay compliant and avoid missed filings or penalties, IRA Financial offers a dedicated IRA LLC Filing and Compliance Service. This service is designed specifically for Self-Directed IRA LLC structures and handles key administrative responsibilities, including state LLC annual or biennial report filings, required IRA LLC tax reporting, ongoing record-keeping, and annual IRA LLC bank account reporting.

By centralizing these compliance tasks, the service helps ensure the IRA LLC remains in good standing with both state authorities and IRS requirements, while reducing the administrative burden on the IRA owner. For investors using checkbook control, this type of ongoing oversight is especially important to preserve the tax-advantaged status of the IRA and maintain proper separation between personal and retirement assets.

Self-Directed IRA LLC Annual Report Fees by State

Alabama

Tel: 334-242-5324

Alabama imposes an annual Business Privilege Tax (BPT) on LLCs. In general, the BPT calculates the total amount of income that passes through the LLC members. Also, there is a $100 minimum tax. The tax is paid to the Department of Revenue (DOR). The Business Privilege Tax return for pass-through entities like LLCs includes an Annual Report form (Form AL-CAR).

Except for the initial return, BPT returns are due no later than three and a half months after the beginning of the LLC’s tax year.

Alaska

Tel: 907-465-2530

All new domestic limited liability companies must file an initial report within six months of formation. There is no fee. Alaska LLCs must also file a Biennial Report every two years. The fee is $100, or $137.50 if filed late.

Arizona

Tel: 602-542-3026

An Arizona Limited Liability Company has no annual report filing requirement.

Arkansas

Tel: 888-233-0325

Arkansas LLCs must pay a minimum $150 franchise tax annually and file online with the Secretary of State.

California

Tel: 916-657-5448

California LLCs must file a Biennial Report and pay an $800 annual tax. Additional LLC fees may apply based on income, ranging from $900 to $11,790. Statements of Information must be filed every two years with a $20 fee.

Colorado

Tel: 303-894-2200

Colorado LLCs must file an Annual Report during the anniversary month. The fee is $25.

Connecticut

Tel: 860-509-6002

Connecticut LLCs must file an Annual Report by March 31. The filing fee is $80.

Delaware

Tel: 302-739-3073

Delaware does not require an annual report, but all LLCs must pay a $300 annual tax.

District of Columbia

Tel: 202-442-4411

District of Columbia LLCs must file a Biennial Report every two years. The filing fee is $300.

Florida

Tel: 850-245-6052

Florida LLCs must file an Annual Report by May 1. The fee is $138.75. Late filings incur a $400 penalty.

Georgia

Tel: 404-656-2817

Georgia LLCs must file an Annual Registration by March 1. The filing fee is $50.

Hawaii

Tel: 808-586-2744

Hawaii LLCs must file an Annual Report online. The filing fee is $15.

Idaho

Tel: 208-334-2301

Idaho LLCs must file an Annual Report by their anniversary date. There is no filing fee.

Illinois

Tel: 217-782-6961

Illinois LLCs must file an Annual Report. The fee is $75, with a $300 late penalty after 60 days.

Indiana

Tel: 317-232-6576

Indiana LLCs must file a Biennial Report during the anniversary month. Fees range from $32 to $50.

Iowa

Tel: 515-281-5204

Iowa LLCs must file a Biennial Report every two years. The fee is $60.

Kansas

Tel: 785-296-4564

Kansas LLCs must file an Annual Report. The fee is $50 online or $55 by mail.

Kentucky

Tel: 502-564-2848

Kentucky LLCs must file an Annual Report. The filing fee is $15.

Louisiana

Tel: 225-925-4704

Louisiana LLCs must file an Annual Report by the anniversary date. The fee is $30.

Maine

Tel: 207-626-8400

Maine LLCs must file an Annual Report by June 1. The fee is $85 for domestic LLCs.

Maryland

Tel: 410-767-1340

Maryland LLCs must file an Annual Report and Personal Property Return. The fee is $300.

Massachusetts

Tel: 617-727-9640

Massachusetts LLCs must file an Annual Report. The filing fee is $500.

Michigan

Tel: 888-767-6424

Michigan LLCs must file an Annual Report by February 15. The fee is $25.

Minnesota

Tel: 651-296-2803

Minnesota does not charge an annual report fee.

Mississippi

Tel: 601-359-1633

Mississippi LLCs must file an Annual Report by March 15. There is no filing fee.

Missouri

Tel: 573-751-4153

Missouri does not require an annual report.

Montana

Tel: 406-444-3665

Montana LLCs must file an Annual Report between January 1 and March 15. The fee is $20.

Nebraska

Tel: 402-471-4079

Nebraska LLCs must file a Biennial Report in odd-numbered years. The fee is $25.

Nevada

Tel: 775-684-5708

Nevada LLCs must file an Annual Report and pay a $200 business license fee plus a $150 statement of information fee.

New Hampshire

Tel: 603-271-3244

New Hampshire LLCs must file an Annual Report by March 15. The fee is $100.

New Jersey

Tel: 609-292-9292

New Jersey LLCs must file an Annual Report. The filing fee is $75.

New Mexico

Tel: 505-827-4508

New Mexico does not require an annual report.

New York

Tel: 518-473-2492

New York imposes an annual filing fee ranging from $25 to $4,500 based on income. Biennial statements must also be filed.

North Carolina

Tel: 919-807-2225

North Carolina LLCs must file an Annual Report by April 15. The fee is $200.

North Dakota

Tel: 701-328-4284

North Dakota LLCs must file an Annual Report by November 15. The fee is $50.

Ohio

Tel: 614-466-3910

Ohio does not require an annual report.

Oklahoma

Tel: 405-521-3912

Oklahoma LLCs must file an Annual Report. The filing fee is $25.

Oregon

Tel: 503-986-2200

Oregon LLCs must file an Annual Report. The fee is $100.

Pennsylvania

Tel: 717-787-1057

Pennsylvania requires a decennial filing. The fee is $70.

Rhode Island

Tel: 401-222-3040

Rhode Island LLCs must file an Annual Report. The fee is $50.

South Carolina

Tel: 803-734-2158

South Carolina does not require an annual report.

South Dakota

Tel: 605-773-4845

South Dakota LLCs must file an Annual Report. The fee is $50.

Tennessee

Tel: 615-741-2286

Tennessee LLCs must file an Annual Report and pay franchise taxes. Minimum fee is $300.

Texas

Tel: 512-463-5555

Texas does not require an annual report, but most LLCs must file a franchise tax report.

Utah

Tel: 801-530-4849

Utah LLCs must file an Annual Report. The fee is $20.

Vermont

Tel: 802-828-2386

Vermont LLCs must file an Annual Report. The fee is $35.

Virginia

Tel: 804-371-9733

Virginia LLCs must pay an annual registration fee of $50.

Washington

Tel: 360-725-0377

Washington LLCs must file an Annual Report. The fee is $70.

West Virginia

Tel: 304-558-8000

West Virginia LLCs must file an Annual Report by March 15. The fee is $25.

Wisconsin

Tel: 608-261-7577

Wisconsin LLCs must file an Annual Report by March 15. The fee is $25.

Wyoming

Tel: 307-777-7311

Wyoming LLCs must file an Annual Report and pay a minimum $60 annual license tax.

Final Thoughts

A Self-Directed IRA LLC can be an incredibly powerful tool for investors who want greater control, flexibility, and speed when investing retirement funds into real estate, private equity, private lending, and other alternative assets.

That flexibility, however, comes with responsibility. Maintaining a Self-Directed IRA LLC requires ongoing attention to state filing requirements, proper record-keeping, accurate bank account reporting, and timely compliance with both state and IRS rules.

This is where IRA Financial’s annual LLC filing and compliance service adds lasting value by reducing administrative burden and compliance risk.