22WC-0995: Retirement Penalties and Rollover Issues (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Friday, December 16, 2022
12:00pm - 2:00pm Central Time
2 CPE (2 technical)
Early distribution penalties and 60-day rollover failures are prevalent issues that tax preparers must handle despite the size of the firm or the wealth of your clients. There are penalty exceptions and waivers, but some issues have no possible resolution. Note : This class presents an in-depth discussion of issues presented in the instructor's class Retirement Distributions: Planning Options.
Major subjects
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History of the 60-day Rule and Recent Developments
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Rulings and self-certification
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Exceptions to the ten percent penalty
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What the IRS knows: Forms 1099R and 5498
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Form 5329 use and strategies
Learning objective(s)
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Recall exceptions from the 10% penalty for early distributions from retirement plans, IRAs and annuities.
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Consider the far reach of the once per year rollover rule and what circumstances have fatal consequences.
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Recognize the difference between Rollovers and Transfers.
Who should take this program?
CPAs, tax staff and other tax professionals.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$109.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$109.00
|
