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Given the constantly evolving IRA reporting requirements, it is crucial for your financial organization to remain current on the latest mandates. Conduct a comprehensive examination of essential IRA reporting topics including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Additionally, participants will scrutinize electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
Learning Objectives:
Identify the vital IRA requirements your institution must comply with.
Learn about the latest IRA reporting requirements.
Understand the reporting topics on required minimum distribution statements, fair market value statements, accounts statements, and IRS forms.
Duration: 60-minutes
Recorded on Apr. 9, 2024.