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Registration & breakfast 7-8:00 a.m., CPE 8 a.m. - 12:00 p.m. Employee of member rate $60. 1099-R Box by Box Federal Taxation – 2-hour Federal Tax – Basic - Prerequisite: Basic Tax Preparation Knowledge
This course will review the various types of income reported on Form 1099-R preparers will see in practice. We will explore each box of Form 1099-R, what it represents, and the ramifications for federal taxation. There will be an in-depth review of codes in box 7..
1099-R PA Taxation – 1-hour Other Tax – Basic – Prerequisite: Basic PA Tax Preparation Knowledge
This course will review the various types of income reported on Form 1099-R. We will explore each box of Form 1099-R, what it represents, and the ramifications for PA taxation, which can be very different from the federal treatment. There will be a review of codes in box 7 as well, their meaning for PA taxation, and how to calculate the taxable amount.
Tax Treatment of Qualified Charitable Distributions (QCD) from IRA Accounts –1-hour Federal Tax – Basic -- Prerequisite: Basic Tax Preparation Knowledge
This session will be an overview of Qualified Charitable Distributions – what accounts are eligible, which taxpayers are eligible, mechanics of making a QCD, recordkeeping requirements, tax return preparation, and opportunities and pitfalls.
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