IRA Reporting Annual Update Webinar

While we may have hoped the IRA reporting deadlines would be back to normal, the federal disasters and other interruptions on ‘normal’ life have triggered some late reporting in several states.

We are not sure whether or not the processors picked up the late contribution deadlines or IRS filing extensions. If not, there may have to be some adjustments in how these are being reported in “which box”?

What You Will Learn

  • What should report in each box of the 1099-R and 5498?
  • How does the repayment of the the CRD report to the IRS?
  • How do we report Qualified Charitable Distributions?
  • Who is responsible for showing the IRS 10% penalty exception on pre-59.5 age qualified distributions?
  • What is the difference between a postponed contribution and repayment?
  • How do we correct the reporting after it has been filed with the IRS?
  • What is the difference between Traditional vs. Roth distribution codes and why is it so important to know the difference?

Who Should Attend?

Any employee who is remotely involved with IRAs and answers client’s questions regarding the rules, regulations and reporting including: IT Dept, Financial Advisors, Customer Services Reps, Call Centers and Operations Dept who are responsible for checking paperwork and correcting reporting mistakes.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Patrice Konarik
Patrice Konarik

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patr... read more.

Course Title Credits Start Date Start Time Delivery Type Delivery Option Instructor / Location Price
IRA Reporting Annual Update Webinar 0.25 03/03/2022 11:00am Webinar Live Webinar Patrice Konarik $265.00 Register Now
IRA Reporting Annual Update Webinar 0.25 03/03/2022 Any Webinar Live, On-Demand, CD-ROM Patrice Konarik $395.00 Register Now
IRA Reporting Annual Update Webinar 0.25 03/03/2022 Any Webinar CD-ROM Video Recording Patrice Konarik $345.00 Register Now
IRA Reporting Annual Update Webinar 0.25 03/03/2022 Any Webinar Live and On-Demand Patrice Konarik $365.00 Register Now
IRA Reporting Annual Update Webinar 0.25 03/03/2022 Any Webinar Six Month On-Demand Recording Patrice Konarik $295.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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