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1099-R: An Ongoing Challenge Revisited
Presentor: David Schultz Recorded Date: 12/15/2016 Duration: 100 Min.

This program was recorded during a live presentation given on December 15, 2016 at 12:00PM EST.

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

There are no prerequisites and no advance preparation required for this program. However, an attendee should have an understanding of the fundamental rules and concepts of 401(k) administration and testing, and have one year of experience.

Level: Intermediate

Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After attending this Web seminar, an attendee 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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