IRA Changes & Clarifications from the IRS under CARES Act

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection

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Speaker: Debbie Crawford, gettechnical, Inc. 

Three IRS news releases bring work on IRAs for you! Learn what you have to do for the clarifications to the CARES Act!

IRS Notices require you to tell customers that are in RMD that they can waive the distribution. If the customer has already taken the distribution then the customer has until August 31 to repay it. You will learn how to handle the repayment and waiver. Also, your customers may take $100,000 out of their IRA due to COVID. We now have information on reporting and coding of these distributions and repayments. Plus, new disaster relief extends IRA contribution deadlines to October 15th for tornado and storm affected areas. We will recap all the CARES Act and SECURE Act Changes and clarifications for 2020.
When
7/17/2020 1:30 PM - 3:00 PM

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