1040 Preparation and Planning 10: Income from Commercial Annuities, IRAs, & Retirement Plans (2018)
Authored by Barbara Weltman, Sidney Kess
About this Course
Topics covered include:
IRAs and retirement plans;
Required minimum distributions;
Qualified retirement plans.
Upon completing this course, you should be able to:
Report income from a commercial annuity;
Cite the starting date for required minimum distributions;
Recognize differences in distribution rules for IRAs versus qualified retirement plans;
Explain distribution rules for Roth IRAs;
Classify withholding rules for distributions from qualified retirement plans and IRAs.