2023 | “Taxability of Social Security and Retirement Distributions”


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.


Field of Study: Federal Tax Law
Credit Hours: 1
IRS ID: 6PPE6-T-00206-23-S
Delivery Method: Self-Study
Certificate: Yes