While we may have hoped the IRA reporting deadlines would be back to normal, the federal disasters and other interruptions on 'normal' life have triggered some late reporting in several states.
We are not sure whether or not the processors picked up the late contribution deadlines or IRS filing extensions. If not, there may have to be some adjustments in how these are being reported in "which box"?
Who should attend
Any employee who is remotely involved with IRAs and answers client's questions regarding the rules, regulations and reporting including: IT Dept, Financial Advisors, Customer Services Reps, Call Centers and Operations Dept who are responsible for checking paperwork and correcting reporting mistakes.
Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.