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Tax Form 8606, Nondeductible IRAs, has become increasingly important thanks to the popularity of Roth IRAs and the rollover eligibility of after-tax assets from qualified plans offered by employers, such as a 401(k) or 403(b).
Form 8606 can be one of the most useful forms for our client's tax returns.
Our clients may be making nondeductible IRA contributions which need to be reported on Form 8606. Also, if your clients inherit any traditional IRAs, they need to ask the executor if the decedent had Form 8606. If not, your client may be overpaying their taxes.
Before 1986, all IRA contributions were pre-tax. However, starting in 1987, some IRA contributions may not be deductible. Hence, the co-mingling of deductible and nondeductible contributions. There are penalties for non-filing Form 8606 and for overstating a nondeductible contribution.
Tax professionals need to understand the complexities of this form and this CE/CPE webinar will help with that.
A distribution from a traditional, SEP or SIMPLE IRA deposited to a Roth IRA is a conversion contribution. The amount distributed is subject to the prorated taxation rules described above. An individual may also have regular contributions and earnings in a Roth IRA
This CE/CPE Tax Webinar will also help you analyze how to report Roth conversions on Form 8606.
Major topics discussed in this course:
Owner, Pon & Associates
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
73 Ratings
Excellent
47
Very Good
24
Average
1
Poor
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Terrible
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MB
Mar 15th, 2023
This was well-constructed course that covers the breadth of Form 8606 IRA reporting requirements. Mr. Pon is always an outstanding in the preparation and presentation of his courses. He brought a lot of insight to this topic because of his extensive background as a tax practitioner and financial advisor.
BP
Dec 19th, 2023
Pons is such a good instructor. i really enjoyed the class. I've always had a mental block about IRAs and retirement plans, but he fixed that. Now i understand completely and am not always having to look things up. he made it common sensical. Great job
MB
Feb 14th, 2023
Mr. Pon is one of my favorite instructors on myCPE. He always supports his material with practical examples from his experience that are very relevant. His handouts and supporting materials are consistently well prepared. Outstanding instruction!
RP
May 16th, 2022
Instructor was awesomely knowledgeable; I learned a lot I did not know, and the download pdf is very valuable. I will go over this pdf again with my notes to remember.
JM
Feb 19th, 2022
Great Program. Instructor should have addressed the correct answer after the polling questions to reinforce the points being made.
2 Credits
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Taxes
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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