Learning Objective: After completing this course the student will understand how to deal with various pension income issues including disability, divorce, QDROs, qualified employer plans, simplified rule, tax sheltered annuity, unrecovered basis, periodic payments, special rule for public safety officers, longevity annuities, Canadian IRA equivalents, railroad retirement, Social Security benefits, nonresident aliens, lump sum election, taxpayer residing abroad, levies, learnings limits, capital gain election, net unrealized appreciation, ten-year averaging, form 1099-R and more.
CPE Hours: Federal Tax Subject = 2 CPE Credits / Total = 2 CPE Credits
Accreditation: CTEC, IRS, Enrolled Agents, NASBA CPA
Field of Study: Federal Tax Subject
Publication Date: 11/7/2019
Instructional Delivery Method: Self-Study
Advanced Preparation: No Advanced Preparation Required
Author: Lee Reams, Sr.
Course Material: A copy of the course material is available for download under the Additional References tab.
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Certified Public Accountants: CountingWorks, Inc., 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
ClientWhys (aka CountingWorks, Inc.) is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.
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