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UtPoIT - Retirement, Pensions, and Annuities

October 5 @ 3:00 pm - 5:00 pm EDT

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover various types of retirement, pension, and annuity income. This course will cover reporting retirement income reported through Form(s) 1099-R, SSA-1099, RRB-1099-R and RRB-1099, among others. We will also discuss reporting requirements and practices for everything from contributions to and distributions from various forms of retirement plans, early withdrawal penalties, excise taxes, COVID-19 disaster distributions, and more. This class is for the TY2023 season, with some discussion allowed for prior years, as needed. There will also be a lot of discussion relating to the changes introduced in the SECURE Act and SECURE Act 2.0.


October 5
3:00 pm - 5:00 pm EDT