Webinar On Demand

IRA Reporting Requirements

Webinar

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.
ICBA Member - $229.00
Non-Member - $329.00
Unlimited Webinar Pass subscription:$0