2020 | Social Security & Retirement Benefits
Credit Hours: 1
As taxpayers grow older, the forms they receive change and the tax rules also change. This course takes a look at Social Security and retirement benefits, the different types of income and the source documents that show the income. Do you know the difference between a traditional and a Roth IRA? What is a required minimum distribution? What is a Roth conversion? What types of income are represented on a 1099-R? The answer to these and many more questions are just a click away.