IRAs: Reporting, Compliance Auditing, and Tax Code Changes for 2018

Webinar | 1 1/2 Hours | CE Credits: 2.0

During this webinar we will break down the IRS reporting codes and transactions for the 1099 and 5498 series for each type of IRA account. You will learn how the IRS wants you to report distributions, contributions, correct errors and report balances. This informative webinar is not for beginners to IRAs. It is designed for IRA Administrators and will help you teach the front line what codes and paperwork to use.

Program Highlights
• 5498 and 1098R codes for all four types of IRAs
• Handling rollovers and transfer reporting
• Coding recharacterizations, revocations and conversions
• How to fix common errors
• The reporting for the CESA and transaction codes
• The reporting for the HSA
• Excess contributions corrections for all types of these accounts

Who Should Attend
This webinar is designed for intermediate and advanced level IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need distribution and compliance information.

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has over 30 years of combined teaching and banking experience.