CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00516-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0514)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00516-21-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00516-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Many forms related to an individual’s IRA are filed by IRA holders. This free online continuing education webinar explores the forms related to IRA deductible contributions, Roth Conversions, and Roth distributions. It also addresses how IRA holders declare taxable income and deductions on their tax returns (i.e., IRS 1040 and IRS form 8915). Lastly, it explores additional tax filing required for IRA investment income that is considered Unrelated Business Taxable Income (UBTI)

This online CPE webinar has the following key topics:

  • Forms related to IRA deductible contributions
  • Income limits for tax-deductible contributions
  • Income limits for Roth IRAs
  • Declaration of income and deductions on tax returns
  • Unrelated business income
  • Additional tax filing for IRA investment income

Click for more webinars on Tax planning | Tax updates | PPP etc

Learning Objectives

  • To explore forms associated with Traditional IRA deductible contributions.
  • How to spread taxation of disaster related retirement plan distributions
  • To define what time of IRA investment income is subject to UBTI
  • How to report non-taxable distribution such as Qualified Charitable Distributions, Qualified HSA Funding distributions

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA


    [average] => 4.5029
    [no_of_record] => 175




Great presentation.


The audio quality was very good, in addition to the content.




Was engaging.


Very knowledgable presenter and presentation


Great presentation on the importance of tracking IRA basis, particularly the non-deductable contributions. Speaker was very knowledgeable and provided good slides to cover tax form preparation.