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Tax Returns: How to Report IRA Transactions

Millions of active retirement plans (like IRAs) empower investors with valuable methods to build their retirement nest egg. Making contributions to invest in your future seems simple enough, right? Not so fast. To grow your retirement wealth year-after-year without penalty, retirement plan transactions must be accurately reported to the IRS.

From contributions to taxes on distributions, savvy account owners must learn which forms are required and how to properly complete them. Luckily, in-house IRS expert and Director of Professional Development at Entrust, John Paul Ruiz, is here to simplify reporting for us.

In this webinar replay, John Paul covers:

  • Reporting contributions, rollovers, and distributions
  • Determining taxation on contributions and distributions
  • Additional tax reporting for IRAs
Tax Returns_ How to Report IRA Transactions

Date: December 9, 2020
Duration: 124 Minutes
Speaker: John Paul Ruiz: Director of Professional Development at The Entrust Group

Presentation Deck: View or download the PDF here.

Presentation Audio: Stream or download the mp3 here.

We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event. 

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