IRA, HSA & CESA Compliance, Reporting & Recordkeeping (Web)

Member Fee:  $165 per connection
Non-Member Fee:  $265 per connection

Speaker: Debbie Crawford, gettechnical, Inc. 

Click here for brochure

During this webinar we will break down the IRS reporting codes and transactions for all the 1099 and 5498 series for each one of these accounts. You will learn how the IRS wants you to report distributions, contributions, correct errors and report balances. This informative webinar is not for beginners to IRAs. It is designed for IRA Administrators and will help you teach the frontline what codes and paperwork to use. We will also cover all compliance and documentation requirements for these custodial accounts. We will also go over the compliance schedule for all reporting and compliance issues.
When
11/26/2018 3:30 PM - 5:00 PM
 

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