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1099-R: An Ongoing Challenge
Presentor: Derrin Watson Recorded Date: 12/8/2014 Duration: 100 Min.

Description
This program was recorded during a live presentation given on December 8, 2014 at 12:00PM EST.
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It just never stops. You finish preparing 5500's just in time to do year-end bonus calculations. Once those are over, you barely have time to catch your breath before you have to start on 1099-R forms. This seemingly simple half-page form is a lot more complex than it looks, which is why it comes with more than 20 pages of instructions.

What You'll Learn:
This program focuses on the 1099-R filing requirements for qualified plans, and is full of examples dealing with the situations practitioners face every day. In one session, we help you learn what you need to know about this important form, including how to report basis under new IRS rules.

Topics include:

  • Corrective Distributions
  • Defaulted Loans
  • Basis Issues
  • Roth Information and Codes
  • Rollovers (including rollover to Roth)
  • EACA Permissible Withdrawals
  • Amending Earlier Forms
  • Premature Distributions

Prerequisites: There are no prerequisites or other advanced preparation for this program. However, the speaker will assume participants are familiar with retirement plan distributions in general.

Level: Intermediate.

Instructional Delivery Method
Group – Internet-Based

Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After the seminar, attendees should be able to:

  • Prepare Form 1099-R correctly in a variety of situations
  • Explain the filing requirements of Form 1099-R
  • Determine whether a 1099-R must be filed in a given situation
  • Properly amend a 1099-R previously filed

 


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