Transcription of Introduction Objectives Topics - Internal Revenue Service
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Introduction Objectives Topics - Internal Revenue Service
Page 1 Income retirement Income Time Required: 15 minutes Introduction Objectives Topics This lesson will help tax preparers identify and report the taxable portion of the taxpayer s retirement income. Identify how retirement income is reported to the taxpayer using form 1099-R series. Calculate the taxable portion of different types of retirement income. Determine how to report retirement income on the tax return. Determine when an adjustment to withholding should be made. retirement Income Documents retirement plan Distributions Taxable IRA Distributions Reporting IRA Distributions Taxable Pensions and Annuities Other retirement Income Issues When to Adjust Withholding Key Terms Annuity: A series of payments under a contract from an insurance company, a trust company, or an individual.
Income – Retirement Income; Form 1040, Lines 15-16 ... Introduction Objectives Topics This lesson will help tax preparers identify and report the taxable portion of the taxpayer’s retirement income. Identify how retirement ... A tax-sheltered retirement savings plan set up by the taxpayer.
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