A Taxing Matter - Retirement

$0.00

Target Audience:  CPAs, EAs, RTRPs 

Field of Study: Taxation (NASBA); Federal Tax (IRS)

Seminar Level: Beginner

 


 

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS RETURN PREPARER OFFICE ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM PARTICIPANTS. IF YOU ARE NOT AN ENROLLED AGENT OR AN ANNUAL FILING SEASON PROGRAM PARTICIPANT, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

IRS COMMUNICATIONS AND LIAISON IS REGISTERED WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) AS A SPONSOR OF CONTINUING PROFESSIONAL EDUCATION ON THE NATIONAL REGISTRY OF CPE SPONSORS. STATE BOARDS OF ACCOUNTANCY HAVE FINAL AUTHORITY ON THE ACCEPTANCE OF INDIVIDUAL COURSES FOR CPE CREDIT. COMPLAINTS REGARDING REGISTERED SPONSORS MAY BE SUBMITTED TO THE NATIONAL REGISTRY OF CPE SPONSORS THROUGH ITS WEBSITE: WWW.LEARNINGMARKET.ORG.

DISCLAIMER: THIS SEMINAR WAS FILMED IN Atlanta, georgia, ON JULY 11, 2012, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.

The Employee Plans office of the Tax Exempt and Government Entities division delivered this seminar at the IRS Nationwide Tax Forum in July 2012.

Learn about the taxable issues that may affect your clients at retirement, including: types of distributions; working after retirement; how distributions may affect the taxability of your Social Security; special situations – Roth, required minimum distributions; and 1099-Rs and what all those codes mean.

By the end of this presentation you will:

  • Know the specifics of hardship distributions and loan taxation
  • Learn how new guidance makes it easier to offer a combination of lump-sum and annuity retirement distributions, as well as longevity annuities
  • Understand the requirements for contributing to a retirement plan or IRA after retirement
  • Learn the common Form 1099-R Box 7 codes

No prerequisites or advanced preparation are required for this seminar.

Price: $0.00

Continuing education credit is available for this seminar. If you would like to earn credit for a seminar, you must have an account with the IRS Nationwide Tax Forums Online and purchase the seminar. You can purchase seminars one at a time or as a group. After completing the purchase through PayPal, you will be returned to your status page on www.irstaxforumsonline.com.

NOTE: You have one calendar year from the date of purchase to complete the seminar.

NOTE: Purchasing a seminar via PayPal e-check can take up to 10 business days to post. Your seminar will only appear in your status page after your e-check has cleared.

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