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NASBA Statement

McKay Hochman is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville TN 37219-2417. Website: www.nasba.org.

 
 
Event Description
 
Recorded - Corrective Distributions and 1099-R Reporting
 
Description Reporting corrective distributions correctly on a Form 1099-R can present a challenge. So can reporting withholding, deemed loans and after-tax amounts. This eSeminar will help practitioners understand the varied reporting requirements involved handling various corrective distributions and the appropriate Form 1099-R for each transaction.

Topics covered, but not limited to:
  • Excess Deferrals
  • Excess Annual Additions
  • Excess Contributions
  • Deemed Loans
  • After-tax Reporting
  • And more

    • This eSeminar will be presented by presented by Bill Grossman, QPA, Director of Education and Communications with McKay Hochman. Bill is also Editor of McKay Hochman’s Newsletters, E-mail Alerts and Website www.mhco.com.
     
    Fee $249.00 per computer (multiple attendees can view from one computer)
     
    Course Level Basic to Intermediate
     
    Prerequisite None
     
    CPE Credit You may be eligible for 2 CPE credits
     
    Who Should Attend? Retirement Plan Professionals
     
    Duration 100 minutes
     
    Delivery Mode Group Internet Based
     
    Advanced Preparation None
     
    NASBA Statement
     
    Administrative Policy Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints
     
    Cancellation Policy Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar.
     
     
    Select a time for each Live session.
    Times listed are in Eastern Standard Time.
    You will be automatically registered in any Prerecorded sessions.
     
     
     
     
    Recorded - Corrective Distributions and 1099-R Reporting
     
    Session Schedule
     
      Date Time Presenter  
    N/A N/A Bill Grossman  

    Newkirk McKay Hochman MasteryPOINT Financial Technologies