IRA Reporting Requirements 2024 | Independent Community Bankers of America (ICBA) | 8 April 2024 | Webinar
Venue
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| Event Date |
Tue Apr 9 UTC (8 months ago)
In your timezone (EST): Mon Apr 8 8:00pm - Mon Apr 8 8:00pm |
| Location | Webinar |
| Region | All |
Details
Given the constantly evolving IRA reporting requirements, it is crucial for your financial organization to remain current on the latest mandates.
Conduct a comprehensive examination of essential IRA reporting topics including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Additionally, participants will scrutinize electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
Learning Objectives:
• Identify the vital IRA requirements your institution must comply with.
• Learn about the latest IRA reporting requirements.
• Understand the reporting topics on required minimum distribution statements, fair market value statements, accounts statements, and IRS forms.
Who should attend:
• Branch Managers
• Assistant Branch Managers
• Bankers
• Universal Bankers
• Operations Personnel
• IRA Specialists