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Retirement - 1099-R from A to Z

Sat, Nov 20, 2021 · 11:00 AM · Eastern Time (US & Canada)
About This Webinar

$15 per credit hour – VASEA Members (with member discount code)
$25 per credit hour – Non-Members
Package discount $100 VASEA Members / $200 Non-Members
(Join VASEA today for $85!)
NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.


There are several types of retirement plans that the tax professional will encounter on a regular basis. This course will help you become familiar with the most common types of retirement plans, and provide a detailed overview of the 1099R. This course will touch briefly on SSA-1099 and RRB-1099R.

Program Level – Basic

IRS Program Number - QSRNU-T-00533-21-O

Participants will earn up to 1 hour of IRS CE

Field of Study: Federal Tax Law Topics / Taxes

Who Should Attend: Individuals with little to no tax prep experience interested in preparing taxes as a career, and newer tax professionals looking for a refresher on basics

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.

VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Who can view: People who attended or registered for the webinar only
Webinar Price: $25.00
Featured Presenters
Webinar hosting presenter LUSUNDRA EVERETT
LuSundra is an Enrolled Agent, the highest credential the IRS awards. Her specialties include Home and Small Business, Cryptocurrency, and Military. She is also a Fellow of the National Tax Practice Institute and represents clients before the IRS. LuSundra recently became a Certified Tax Coach which is focused on Tax Planning.

LuSundra is also a marketing geek, specializing in video marketing. You can find her on Social Media as the Home Business Tax Lady, mainly on Facebook and YouTube.
Hosted By
Knox Taxes webinar platform hosts Retirement - 1099-R from A to Z
Knox Wimberly's conferences and webinars
Tax Academy 1099R.pdf
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