As year-end approaches, there are critical compliance, reporting and other issues that need to be revisited before the books are closed. With IRAs, errors that occur during the year are magnified when reported to the IRS. This webinar will review the documentation and reporting that should have been done and how to correct errors before year-end. Issues that will be covered include:
- Confusing rollovers and transfers
- Premature distributions and the codes to use
- Your job as withholding agent on IRAs
- Inherited IRAs and death distributions
- Compliance calendar to simplify year-end deadlines
- IRS reporting and common errors
Presenter: Deborah Crawford, gettechnical inc.
Who should attend: Branch Managers, Compliance Officers, Frontline, Operations, Tellers, Trainers and CEOs
Time: 2 p.m.-3:30 p.m.
Cost: $209 (includes archive)
Registration deadline: Monday, Nov. 5
Coupling telephone conference interaction with website technology, this session brings informative, interactive training directly to you. During the webinar, you'll view a real time PowerPoint presentation on your computer while listening to the audio connection via telephone.
While credit unions are encouraged to use the webinar to train multiple individuals at once, the credit union will be charged for each computer connection that uses its login code. Participants will receive login instructions and handout materials via email prior to the webinar. In addition after the session, registrants will receive a CD-ROM.