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

Common IRS Forms Filed by IRA holders

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-S)

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-S)

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

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 296177)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • Contribution Eligibility Requirements
    14 mins
  • Roth IRA contribution phase-out 2021
    23 mins
  • How to track non-deductible contribution
    27 mins
  • Roth IRA Reporting and taxation
    40 mins
  • How to determine taxation of Roth distribution on your IRS form 1040
    44 mins

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