IRA Reporting webinar 2020 | Credit Union National Association (CUNA) | 21 January 2020 |
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| Event Date |
Tue Jan 21 CST (almost 5 years ago)
In your timezone (EST): Tue Jan 21 7:00pm - Tue Jan 21 8:00pm |
| Region | Americas |
Details
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 webinar is beneficial for past attendees of the CUNA IRA eSchool, IRA Web Series, frontline staff/tellers/MSRs, managers, finance & anyone else who answers questions regarding IRAs.