Gain a better understanding of how to accurately execute Form 1099-R and handle all of the situations that can arise.
The form 1099-R is a very complicated form used to report a lot of different transactions regarding Pensions, Annuities, Retirement Plans, IRAs, and Insurance Contracts. The bulk of these forms are prepared by large investment or insurance providers and recordkeepers using sophisticated software. This program is not designed for them. This program is designed to help businesses, accountants, bookkeepers, and tax advisors understand and review these forms to ensure information is correctly reported and to correctly report information from 1099-R on income tax returns. In addition to understanding how the most common distributions are reported, we will review the codes used on the form 1099-R and explore how some of the more complicated distributions flow from the 1099-R to the income tax return.
Agenda
Faculty
Mary Mlock, CPA
BST
- Partner in charge of BST Retirement Services with 30 years of experience
- Focuses practice on employee benefits, and expertise includes design, implementation consulting, and administration of defined contribution plans and other employee benefit plans
- Member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants
- Bachelor’s degree in business administration, Siena College
- Can be contacted at [email protected] or www.bstco.com
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