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UID:1737-1738713600-1738713600@ncbankers.org
SUMMARY:IRA Reporting to the IRS: Getting it Right!
DESCRIPTION:When providing IRA training and answering IRA questions\, I probably say hundreds of times a year\, “IT’S ALL ABOUT THE REPORTING!” It cannot be stressed enough how you must “check the correct box\,” “use the correct transaction code description\,” and most importantly\, “match what the customer is reporting on their tax return” in order to avoid them receiving unnecessary letters and bills from the IRS.
URL:https://ncbankers.org/event/ira-reporting-to-the-irs-getting-it-right/
CATEGORIES:OnCourse Webinars
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