Fri Jan 28 CST (in about 2 months)
In your timezone (EST): Fri Jan 28 2:00pm - Fri Jan 28 3:00pm
IRA reporting requirements constantly change, which is why credit unions must stay up to date on the latest reporting issues. This course provides a current, in-depth review of IRA reporting requirements—including requirements for required minimum distribution statements, fair market value statements, account statements, and Forms 1099-R and 5498. We will also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
Who Should Attend:
This is beneficial for frontline staff/tellers/MSRs, managers, finance and anyone else who answers questions regarding IRA.