CPE Course Information
General Information
| Course Number: | 031023 |
| Course Title: | 1099-R Box by Box Federal Taxation and Annuity Taxation for Preparers |
| Description: | PSTAP Members who attend at least 4 Central Chapter meetings will receive a complimentary Deluxe Edition of THE TAXBOOK! Please note, books will be distributed at the January 2024 meeting. You must attend this meeting to get your book. Registration & breakfast 7 - 8 a.m., CPE: 8 a.m. - 12 p.m. Employee of member rate: $60. 1099-R: This course will review the diverse types of income reported on Form 1099‐R and the diverse types of the form 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. Annuity: A deep dive into annuity taxation within IRA and outside IRA. How to read Form 1099‐R. Annuity taxation before distribution, distributions during life, and tax treatment after death. Tax treatment of common scenarios encountered in the local tax practice will be covered. |
| Speaker: | Mary Lew Kehm, CPA |
| Knowledge Level: | Basic |
| Sponsor: | PSTAP - Central Chapter |
| Date: | 10/25/2023 |
| Number of Days: | 1 |
| Location: | Lancaster, Best Western Eden Resort |
| Address: |
222 Eden Road Lancaster, PA 17601 |
| CPE Credits: | 4 Credits Tax (Federal) |
| Host Chapter(s): | Central |
| Meal: |
Day 1 Choices Full HotBreakfast Buffet |
Registration Information
| Registration Begins: | 7:00 a.m. |
| Start Time: | 8:00 a.m. |
| End Time: | 12:00 p.m. |
Pricing
| PSTAP Member Rate: | 50.00 |
| Non-Member Rate: | 75.00 |
Cancellation Policy
| No show, no refund. |
Additional Information
| Directions to all CPE Locations |
Online Registration
|
Already have PSTAP account ? Click here to login. Don't have PSTAP Account ? Click here to create one. |
Comments are closed.